Research — November 28, 2025
Reshoring Special Report – Key Reshoring Trends in 2025
By Andrew Harker and Pollyanna De Lima
Article Highlights
- Malaysia’s Reshoring Gains & Indonesia’s Optimism: Malaysia and Indonesia were generally the most positive in terms of gains linked to reshoring in 2025. For Malaysia, optimism likely reflects its position as one of the leading nations globally for generating business opportunities, according to the Strategic Opportunity Index® (SOI®). Meanwhile, Indonesia benefits from a low vulnerability to US tariffs relative to the other economies covered.
- Mexico’s Declining Confidence & Vietnam’s Mixed Results: Trends in Mexico and Vietnam were less positive, where the introduction in US tariffs looks to have reduced reshoring opportunities.
As uncertainty becomes the new certainty for global trade, this report provides key insights direct from companies on the changing landscape of supply chains in key reshoring destinations. The report analyses the evolution of trends following the introduction of US tariffs, key challenges reported by firms, and reviews which markets are the most upbeat around reshoring gains to come in the next 12 months - to support corporate decision makers with adapting to changing trade dynamics and identifying opportunities.
Malaysian Manufacturers Lead Reshoring Gains
Malaysia stands out in 2025, with 28% of manufacturers reporting increased demand linked to reshoring—up from 20% in 2024. Medium-sized firms are particularly optimistic, and the country’s strong performance on the Strategic Opportunity Index® (SOI®) is driven by favorable policies and logistics efficiency.
Indonesian Firms Most Upbeat for the Year Ahead
Indonesia, included in the survey for the first time, registers the highest proportion of manufacturers forecasting reshoring gains with one-quarter of Indonesian manufacturers signalling new order growth as a result of reshoring opportunities. Nearly half of Jakarta-based firms expect growth opportunities, and the country’s low exposure to US tariffs makes it less vulnerable compared to Malaysia, Mexico, and Vietnam.
Sector Specific Highlights
Indonesia: Transport Equipment Leads in Demand, Metals and Metal Products are Most Optimistic
Transport equipment and textiles lead in demand growth with 38% and 37% respectively of respondents reporting growth, while metals and metal products manufacturers were most optimistic about future gains, with 57% predicting increased opportunities. Toward the bottom of the rankings were wood and wood products with 6% and 14% for metals and metal products.
Malaysia: Machinery and Repair Leading in Growth Opportunities and Optimism
The machinery and repair sector posted the highest proportion of companies that had experienced increased growth opportunities as a result of reshoring over the past 12 months (38%), just above metals and metal products and paper and paper products, each posting 36%. This reflected a marked improvement for the metals and metal products category, after having been toward the bottom of the rankings in 2024. The food, drink and tobacco sector had the lowest share of firms reporting gains from reshoring over the past year (21%) in 2025.
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