- "Trump (quando tiverem tempo leiam bem este artigo "What’s Your 'Plan B' for Made in China?" é longo, mas vale bem a pena o investimento. E já agora, depois leiam "Equilibrium Americanum")"
É impressionante como o tema está em ebulição permanente. Agora é "Vietnam's apparel sector fears cost surge as tech giants move in":
"Major apparel makers are halting or slowing their expansion in Vietnam amid worries that the trade war will indirectly push up labor costs as tech giants like Apple seek to shift production out of China.Recordar o banhista gordo "O banhista gordo e o low-cost"
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"More and more companies come to Vietnam ... In the foreseeable future, we do foresee a shortage of labors and even fierce competitions in hiring staff there," Makalot Chairman and CEO Frank Chou told the Nikkei Asian Review. For the apparel industry specifically, the best time to invest in Vietnam may have passed, Chou said, and companies will have to adjust to a tougher environment.
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the minimum wage in Vietnam has risen over the last 10 years from 1 million Vietnamese dong ($43) a month to 4.18 million dong per month in 2019, according to the government, although this is still lower than China. The Vietnamese government also requires all manufacturers to raise wages by more than 10% each year.
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"Companies in traditional industries will be squeezed as tech companies are also heading to Vietnam," said Karen Ma, an analyst specializing in emerging markets at Hsinchu-based Industrial Technology Research Institute. "Meanwhile, the cost of expansion there will definitely become much more expansive. ... Most of these existing players in the textile and footwear industry will face a dilemma: Where should they go if they are leaving Vietnam? Currently, there are not many choices for them left in the region as Laos and Indonesia have not yet reached Vietnam's level in terms of infrastructure and quality of the workforce.""
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