Factores abióticos que baralham a paisagem competitiva enrugada

Ultimamente temos detectado vários sintomas que convergem para o mesmo fenómeno.
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Infelizmente, parece que ninguém nos mass-media, por cá, está atento ao que está a acontecer.
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Ou seja, corremos o risco de não aproveitarmos, como poderíamos, o movimento em curso.
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A comunicação social está tão concentrada nas empresas do regime, nos humores da Administração Pública, no futuro dos bens não-transaccionáveis, que lhe passa ao lado informação relevante para quem cria riqueza exportável.
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Desta vez é na revista strategy+business, no artigo "Five Industries Hit the Reset Button".
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O artigo, além de listar uma série de factores relevantes para o desenho de cenários hipotéticos inclui este pormenor que devia ser debatido, estudado e aproveitado a nível das associações empresariais deste país:
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• "Reassessing supply chains. China’s on-again, off-again embargo of rare earth exports in 2010, in which it withheld materials that are critical for sophisticated electronics and electrical equipment, demonstrated the risk of overreliance for supplies on any single developing country. In an environment where nationalistic and political considerations may swamp purely economic ones, industrial companies can be hard hit. The best of them are balancing their supply chain dependencies, creating more flexible footprints that can be altered as market and competitive conditions change, and diversifying their sourcing.

• Broadening their geographic reach. Given the continually changing global environment, companies are also rethinking the mix of countries in which they operate. For example, China is losing its position as the preeminent low-cost nation. Escalating wages now place compensation rates in China well above those in Bangladesh, Pakistan, and Vietnam. Moreover, as wages go up and China’s currency inevitably appreciates, the absolute cost of doing business in China will continue to rise to the point that low-cost regions of the West — perhaps eastern Europe or Mexico — could become more desirable for products destined for Europe and the Americas.

• Preparing for currency instability. Inextricably linked to a reassessment of the supply chain is the role that global currencies play in determining relative costs of exports, imports, wages, and supplies. China has been warned numerous times by other countries and global bodies that it must let the renminbi appreciate to levels more in line with the nation’s stunning growth rate. If that happens, wage and commodity price escalation will become even more of a concern than it already is."

Como me dizia o José Silva na passada terça-feira, há empresas no Vale do Ave que importam muito da China e que se queixam de que os preços estão a ficar incomportáveis.

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As associações deviam investir em estudar a consequência destes movimentos para... fazer batota!!!