Construir o futuro, sem depender do Estado

"“Sometime around 2015, manufacturers will be indifferent between locating in America or China for production for consumption in America,” says Mr Sirkin. That calculation assumes that wage growth will continue at around 17% a year in China but remain relatively slow in America, and that productivity growth will continue on current trends in both countries. It also assumes a modest appreciation of the yuan against the dollar."
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Qual a opinião da CIP sobre esta previsão?
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Em que medida Portugal poderá aproveitar oportunidades induzidas por este movimento? Há empresas e sectores que possam captar encomendas?
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Como temos escrito ao longo dos anos neste blogue: a proximidade, a rapidez, a flexibilidade, o inventário podem fazer milagres competitivos.
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"... a growing number of multinationals, especially from rich countries, are starting to see the benefits of keeping more of their operations close to home. For many products, labour is a small and diminishing fraction of total costs. And long, complex supply chains turn out to be riskier than many firms realised. When oil prices soar, transport grows dearer. When an epidemic such as SARS hits Asia or when an earthquake hits Japan, supply chains are disrupted. “There has been a definite shortening of supply chains, especially of those that had 30 or 40 processing steps,” says Mr Ghemawat.

Firms are also trying to reduce their inventory costs. Importing from China to the United States may require a company to hold 100 days of inventory. That burden can be handily reduced if the goods are made nearer home (though that could be in Mexico rather than in America).

Companies are thinking in more sophisticated ways about their supply chains. Bosses no longer assume that they should always make things in the country with the lowest wages. Increasingly, it makes sense to make things in a variety of places, including America."
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Qual a opinião da CIP sobre estas correntes e marés, sobre estes ventos, em suma, sobre esta paisagem competitiva em recomposição?
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A CIP tem alguém a trabalhar isto, a andar de "porta-em-porta" a desafiar, ou a simplesmente a informar os associados a aproveitarem as oportunidades que se desenham?
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Ah... um país livre é isso, gente que arregaça as mangas e não precisa do Estado, nem de "amiguinhos" no poder.
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Trechos retirados de "Moving back to America"