sexta-feira, maio 06, 2011

Até nos States - modelos mentais a estilhaçarem-se

Até nos EUA, tão dominados pelo "short-termism", se está a assistir a um certo renascimento do chão de fábrica face à China:
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"Why US manufacturing can take on China"
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"US manufacturing takes on China"
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"Made in the USA, Again: Manufacturing Is Expected to Return to America as China’s Rising Labor Costs Erase Most Savings from Offshoring":
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"“All over China, wages are climbing at 15 to 20 percent a year because of the supply-and-demand imbalance for skilled labor,” said Harold L. Sirkin, a BCG senior partner. “We expect net labor costs for manufacturing in China and the U.S. to converge by around 2015. (Moi ici: Como os salários portugueses são inferiores aos americanos... tanta gente que devia andar a estudar como aproveitar esta oportunidade e que anda entretida a fazer política) As a result of the changing economics, you’re going to see a lot more products ‘Made in the USA’ in the next five years.”"
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"After adjustments are made to account for American workers’ relatively higher productivity, wage rates in Chinese cities such as Shanghai and Tianjin are expected to be about only 30 percent cheaper than rates in low-cost U.S. states. And since wage rates account for 20 to 30 percent of a product’s total cost, manufacturing in China will be only 10 to 15 percent cheaper than in the U.S.—even before inventory and shipping costs are considered. After those costs are factored in, the total cost advantage will drop to single digits or be erased entirely, Sirkin said.

Products that require less labor and are churned out in modest volumes, such as household appliances and construction equipment, are most likely to shift to U.S. production. Goods that are labor-intensive and produced in high volumes, such as textiles, apparel, and TVs, will likely continue to be made overseas." (Moi ici: O nosso conselho de sempre)
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Claro, os macro-economistas são os últimos a saber. Aqui ver os 3 primeiros postais.

2 comentários:

CCz disse...

http://blogs.ft.com/beyond-brics/2011/05/05/the-end-of-cheap-chinas-tipping-point/

CCz disse...

http://blogs.ft.com/beyond-brics/2011/05/05/china-buys-into-polish-bulldozers/