1、A G I L I T Y E M E R G I N G M A R K E T S L O G I S T I C S2023Supply chains battle with higher costs,Covid lows,the Ukraine war and major location shiftsProduction moves out of ChinaSaudi Arabia to spend$24.7bn on tech by 20252023 recession:What are the odds?2ContentsContentsOverall Index 13China

2、 13India 14United Arab Emirates 15Malaysia 16Indonesia 17Saudi Arabia 18Qatar 20Thailand 21Mexico 22Vietnam 24Domestic Logistics Opportunities 25China top again but storm clouds gather 25Make in India policy brings rewards and costs 25Brazil falls but Egypt soars 26Egypt prioritises port investment

3、26International Logistics Opportunities 28Chinas zero Covid policy still causing supply chains chaos 28Asian countries to benefit from China plus 29Highest climbers 29Business Fundamentals 30Rule of law essential 30Smuggling and counterfeiting risks 31Digital Readiness 33Adopting Industry 4.0 33Digi

4、tal finance and broadband penetration key to e-commerce adoption 34Education and skills lay foundations 35The Agility Emerging Markets Logistics Index 2023 Survey 36152433343Contents42.3%of respondents believe that air freight rates will normalise in 2023,although at higher levels than pre-Covid;com

5、pared to 46.8%who think that sea freight rates will normalise in 2023,but at higher levels than pre-Covid.The most important driver of demand is the US economy.Consumer confidence in the US seems weak at present resulting in less vigorous retail spending.Read more on p.41Supply chains increasingly b

6、ypassing ChinaFrom 2023 onward,Southeast Asia,India,Europe and North America will be more attractive production and sourcing destinations than China,according to survey findings.Southeast Asia followed by India will be the most attractive re-location destinations,with 13.6%and 13.4%of respondents re