As an incumbent and major force within the supply chain and manufacturing industry, China has witnessed rapid change in growth as a result of its governmental push to boost its economy. As a result, the country has in recent times experienced a rise in the middle-income class, and inevitably, rising labor costs.
In the wake of the recent U.S.-China tariff war, there has inevitably been supply-chain disruptions and significant challenges within the manufacturing industry, leading companies to increasingly explore options to diversify their value chain and find ways to minimize the cost of bringing products to market.
The tariff war increasingly puts products made in China at a pricing disadvantage for many U.S. firms. Therefore, many have made the move or are now looking to establish or transfer operations elsewhere, whilst others simply want to spread their supply chain risk across geographies.
In a new thought piece, A&M leaders How Jit Lim and Calvin Ling explore opportunities and resources needed in countries of Southeast Asia for multinational manufacturers navigating on the ground capabilities that can add to an organization’s value chain.
Download our article Focus on Southeast Asia: Cultural Nuances Factor Into Supply-Chain Success
European A&M Activist Alert
June 29, 2026
Shareholder activism has become one of the most influential forces shaping corporate strategy, capital allocation and value creation across Europe. In an environment where investors are increasingly willing to challenge management teams and boards, understanding activist priorities has never been more important.
A&M Activist Alert for Europe | Interim 2026 Report
June 29, 2026
As European corporates navigate economic uncertainty, shifting capital allocation priorities, rapid advances in artificial intelligence and increasing scrutiny of strategic decision-making, shareholder activism continues to evolve. While public campaigns remain an important tool, activist investors are increasingly seeking to influence boards behind closed doors, applying pressure privately while remaining ready to wield the “big stick” of acting publicly when necessary.
Activist pressure starts with underperformance
June 18, 2026
Shareholder activism is accelerating, and the root cause is consistent: sustained operational underperformance relative to peers. In a feature for CFO.com, A&M Managing Director Ron Orsini outlines a more disciplined path: close performance gaps early, build a credible value creation plan, and retain control of your strategy before activists define it for you.
Jay Frankl and Annie Peabody featured in The Deal’s Activist Investing Today Podcast
June 11, 2026
Jay Frankl and Annie Peabody discuss current M&A activism trends in The Deal’s Activist Investing Today podcast, highlighting insights from A&M’s US Activist Alert (AAA) report.
