📊Executive Summary

The article discusses the anticipated slowdown in global GDP growth to 2.8% in 2026, primarily driven by trade tensions between the US and China, rising import costs, and labor shortages affecting the electronics sector. The NESDC highlights a cyclical downturn in electronics, exacerbated by policy uncertainty and geopolitical tensions. This situation could lead to increased costs and supply chain disruptions, particularly in the semiconductor and electronics manufacturing sectors, as both countries face economic challenges that may impact component availability and pricing....