Asia Pacific strengthens role in global trade amid rising tariff pressures: DHL Global Connectedness Tracker, 2025 Special Update

DHL and New York University's Stern School of Business have released a special update to the DHL Global Connectedness Tracker, offering the first systematic assessment of how international trade and business investment are reacting to shifting U.S. trade policy under President Trump's second term.

"Asia Pacific's performance stands out due to its adaptability and strategic positioning, and the latest data shows how collaboration in the region is deepening even amid global uncertainty," said Ken Lee, CEO for Asia Pacific, DHL Express. "From ASEAN's rising role in absorbing trade flows to countries in the Asia Pacific region engaging more intensively with their neighbors, businesses in our region are proving agile and forward-looking. DHL is well-positioned to support our customers in navigating any shifts in trade patterns, and we will continue to build capabilities where our customers want to be."

Global trade defies tariff turbulence while Asia leads in trade lane growth

The DHL Global Connectedness Tracker reveals that, in the first half of 2025, international trade grew at a faster rate than in any half-year since 2010, excluding the pandemic rebound. U.S. imports surged early in 2025 as buyers rushed to frontload purchases ahead of tariff hikes. Even after the frontloading wave in the U.S. subsided, global trade volumes remained above prior-year levels.

Zooming into the world's 100 largest trade lanes, six of the 10 fastest-growing were exports originating from an Asian economy, underscoring the region's pivotal role in driving global trade momentum. Additionally, among the 50 largest trading nations, Hong Kong SAR, Thailand, Malaysia and Vietnam were among the top 10 markets that saw the fastest trade value growth, indicating the Asia Pacific region's growing influence and resilience in supply chain networks.

Shorter trade distances indicate robust momentum for intra-Asia trade

Intra-Asia trade showed signs of continued integration and expanding connections, with East Asia & Pacific's intra-regional trade share rising from 55% to 56%. Among the 50 largest trading nations, the trade distances declined the most in countries starting with Thailand (-79 km), China (-76 km), Singapore (-71 km), and Hong Kong SAR (-61km). This reflects Asian economies' pivoting of trade flows toward regional partners to maintain growth. It also signals the region's efforts to enhance its infrastructure and connectivity, making it more attractive to participate in cross-border trade.

Asean gains prominence as key destination for Chinese exports

Despite a 15% drop in exports to the U.S. in the first eight months of 2025, China fully offset this decline with a 15% increase in exports to ASEAN region. In fact, ASEAN emerged as a key growth destination for Chinese exports, highlighting the region's rising importance in China's trade portfolio. Notably, Vietnam, Thailand, and India saw the largest increases in their share of China's exports, while the U.S., Russia, Korea, Brazil, and Mexico experienced declines.

"Trade and international business investment trends so far in 2025 do not support the view that globalization has gone into reverse," said Prof. Steven A. Altman, Director of the DHL Initiative on Globalization at NYU Stern's Center for the Future of Management. "While it would be a mistake to disregard current policy threats to globalization, companies are not generally pulling back from international markets, trade is crossing the longest average distance on record, and geopolitical conflicts have reshaped only a small fraction of the world's international activity. The latest data show companies managing the risks and opportunities of a connected world rather than retreating to within countries or regions."

About the DHL Global Connectedness Tracker

The DHL Global Connectedness Tracker is a concise report and interactive website that provides regular updates on globalization and global trade. It complements the renowned DHL Global Connectedness Report, published regularly since 2011. Drawn from over 25 public, private, and academic sources, the Tracker analyzes more than 20 million data points on international flows of trade, capital, information, and people.

It includes interactive online charts that make it easy for users to explore trends by region, geopolitical alignment, and for individual countries. It also supports easy data and chart downloads for offline use.

The DHL Global Connectedness Tracker is commissioned by DHL and authored by Prof. Steven A. Altman and Caroline R. Bastian of New York University Stern School of Business. The DHL Global Connectedness Tracker and further resources are available at dhl.com/globalconnectedness.Hashtag: #DHLGlobalConnectednessTracker #Globalization #GlobalTrade #AsiaTrade


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DHL – The logistics company for the world

DHL – The logistics company for the world

DHL is the leading global brand in the logistics industry. Our DHL divisions offer an unrivalled portfolio of logistics services ranging from national and international parcel delivery, e-commerce shipping and fulfillment solutions, international express, road, air and ocean transport to industrial supply chain management. With approximately 400,000 employees in more than 220 countries and territories worldwide, DHL connects people and businesses securely and reliably, enabling global sustainable trade flows. With specialized solutions for growth markets and industries including technology, life sciences and healthcare, engineering, manufacturing & energy, auto-mobility and retail, DHL is decisively positioned as "The logistics company for the world".

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New York University Stern School of Business

New York University Stern School of Business, located in the heart of Greenwich Village and deeply connected to the City after which it is named, is one of the United States' premier management education schools and research centers. NYU Stern offers a broad portfolio of transformational programs at graduate, undergraduate, and executive levels, all of them enriched by the dynamism and profound resources of one of the world's business capitals. NYU Stern is a welcoming community that inspires its members to embrace and lead change in a rapidly transforming world. Visit www.stern.nyu.edu.