US tariffs won’t stop China’s long game in SE Asia
Trump’s tariffs aim to distance ASEAN from China but its integrated supply chains are already too deep, wide and valuable to be uprooted. Read More Here
Tag: supply chain
How critical minerals became Beijing’s ultimate trump card in US-China trade war
Beijing is still tightening its grip over supplies of rare earths and other key minerals despite the tariff truce, allowing it to cut off US access at will. Read More Here
Xi Jinping is quietly sanction-proofing China
China is doubling down on manufacturing exports to offset the challenges posed by a sluggish property market and meet the party’s 5% GDP growth target for 2024. Read More Here
The Supply Chain Crisis And The Future Of Globalisation
The supply problems have engendered pervasive nervousness and fear. The induced anxiety, translated into politics, has encouraged the belief that countries need to be self-sufficient. Read More Here
A Disrupted Global Recovery
The continuing global recovery faces multiple challenges as the pandemic enters its third year. The rapid spread of the Omicron variant has led to renewed mobility restrictions in many countries and increased labor shortages. Supply disruptions still weigh on activity and are contributing to higher inflation, adding to pressures from strong demand and elevated food […]
The Great Supply-Chain Massacre
It is unclear whether current widespread product shortages are merely a temporary disruption or evidence of a global production meltdown. But today’s supply shocks offer striking parallels with the 2008 global financial crisis, and may require a similarly bold policy response. Read More Here
The World Economy’s Supply Chain Problem Keeps Getting Worse
A supply chain crunch that was meant to be temporary now looks like it will last well into next year as the surging delta variant upends factory production in Asia and disrupts shipping, posing more shocks to the world economy. Read More Here
Supply Chains And A Novel Path To Conflict
Geopolitics is about place. It is about where things are made, how they move to different places in the production process and how they reach the consumers who use them. Obviously there is a financial aspect in both defining the physical reality of the supply chain and defining the total financial impact on the system. […]
China’s Coronavirus Disrupts Supplies Of iPhones, Hyundai Cars, Toilet Paper
South Korean carmakers are the first of China’s global customers to feel the direct impact. The nation’s largest carmaker Hyundai Motor suspended all production for a week because it ran out of a crucial wiring component after a worker at its supplier’s factory caught the coronavirus in China, forcing the entire plant to shut. Read Here […]
As Trade War Continues, Are The US And Chinese Economies Heading For A Messy Divorce?
The decoupling of investment is already clear. Last year, Chinese acquisitions of American companies plunged 95 per cent from its peak in 2017 after the US Congress gave the Committee on Foreign Investment in the US authority to broaden the scope of its reviews of Chinese acquisitions on national security grounds. Read Here – South […]
looking beyond borders 