Investment

Analysis of the Japan-Bangladesh EPA Joint Study: Implications for Korea

Japan-Bangladesh EPA: The First Advanced-Economy FTA for Bangladesh

Japan and Bangladesh have completed a joint study for an Economic Partnership Agreement (EPA) and are moving toward formal negotiations. If concluded, this would become Bangladesh's first comprehensive trade agreement with an advanced economy and a major turning point in the country's trade policy trajectory.

For Korea, the Japan-Bangladesh EPA is both a direct competitive threat and an important policy reference point. If Japan secures tariff preferences in the Bangladeshi market, Korean products could face a relative loss of price competitiveness. That raises the urgency of pursuing a Korea-Bangladesh CEPA (Comprehensive Economic Partnership Agreement).

Completed
Joint Study
2024
2025-26
Talks Launch
Expected
$2.5B+
JP-BD Trade
Bilateral trade
$2B+
Japanese FDI
Cumulative
$6B+
JICA Support
Infrastructure finance
High
Impact on Korea
Stronger competition
Not started
KR-BD CEPA
Need rising
All sectors
Coverage
Comprehensive scope

Key Findings from the Joint Study

The Japan-Bangladesh EPA joint study reviewed the current state of bilateral economic relations, trade and investment patterns, tariff structures, non-tariff barriers, and broader disciplines such as services, investment, and intellectual property rights. The report's main conclusion is that an EPA would generate meaningful economic gains for both sides.

Main Findings of the Japan-Bangladesh EPA Joint Study
AreaCurrent SituationExpected BenefitNegotiation Issue
Goods TariffsBangladesh avg. 27%Tariff elimination or reductionProtection of sensitive items
ServicesLimited openingLiberalization in telecom, finance, ITRegulatory alignment
InvestmentJICA-centered financingStronger protection and promotionDispute settlement
Rules of OriginBased on GSP rulesNew EPA-origin frameworkValue-added thresholds
Intellectual PropertyTRIPS waiver for LDCsStronger IP protectionLink to LDC graduation
Labor and EnvironmentLimited provisionsInclusion of labor and environment chaptersImplementation mechanism

Bilateral Trade Structure and Complementarity

Japan to Bangladesh
Machinery and Equipment40%+
Vehicles and Parts20%+
Electronics15%+
Steel and Chemicals15%+
Bangladesh to Japan
Garments and Textiles80%+
Leather and Footwear10%+
Seafood5%+
Others5%

Implications for Korea

01
Competitive Risk: Tariff Disadvantage
If the Japan-Bangladesh EPA enters into force, Japanese products will benefit from tariff reductions in Bangladesh while Korean goods remain subject to current high tariffs. In automobiles, machinery, and electronics, Korean suppliers could face a tariff disadvantage of roughly 10-25 percentage points versus Japanese competitors.
02
A Trigger for Korea-Bangladesh CEPA
The Japan-Bangladesh EPA is likely to accelerate the policy case for a Korea-Bangladesh CEPA. Korea's Ministry of Trade, Industry and Energy and KOTRA are closely tracking developments and reviewing the feasibility of a Korea-Bangladesh CEPA study.
03
Changes in Rules of Origin
EPA rules of origin will differ from the existing GSP framework. If products made by Japanese firms in Bangladesh qualify under the new EPA regime, the effects could extend beyond the Japanese market and influence trade with Japan's wider FTA partner network.
04
Intensified Investment Competition
Investment protection provisions under the EPA could further encourage Japanese investment in Bangladesh. That would sharpen competition with Korean companies, especially in infrastructure, IT, and automotive-related sectors.
05
MDB Procurement Competition
A stronger Japan-Bangladesh economic relationship under the EPA would likely reinforce the position of Japanese firms in JICA-funded projects. Korean companies need a response strategy centered on expanded EDCF support and stronger capabilities in ADB and World Bank ICB bidding.

A Roadmap for Korea-Bangladesh CEPA

Proposed Roadmap for Korea-Bangladesh CEPA
Feasibility Study
Led by MOTIE and KIEP
Stakeholder Consultation
Industry and academic hearings
Launch Declaration
Announced around a summit
Formal Negotiations
Estimated 5-7 rounds
Signing and Ratification
National Assembly approval
Entry into Force
Tariff dismantling begins
Bangladesh Tariff Rate AnalysisReview the product-level tariff structure that would change under an EPA
Bangladesh LDC Graduation and the Investment TransitionAnalyze the trade environment shift shaped by LDC graduation and EPA talks
Complete Analysis of Bangladesh's FDI EnvironmentAssess the full investment climate, including the implications of an EPA

The Japan-Bangladesh EPA is an early signal of structural change in Bangladesh's trade environment. For Korean companies, it represents a direct tariff-competitiveness risk, but also a catalyst for advancing a Korea-Bangladesh CEPA. Until a CEPA is negotiated, the most practical response is to monitor the Japan-Bangladesh talks closely while using tariff-mitigation strategies such as EPZ and SEZ entry and export approaches linked to EDCF-backed projects.

EPAJapanCEPAtrade agreementtariff negotiation
Analysis of the Japan-Bangladesh EPA Joint Study: Implications for Korea | Dhaka Trade Portal