"The Chinese province where the virus originated, with a population greater than South Korea, is under quarantine, while streets are empty and factories sit idle. How this plays out is uncertain, but what is certain is that the virus has the potential to change China in fundamental ways — and even if it does not, it should change the way we think about China."China’s coronavirus outbreak has scrambled the global trade in commodities, hitting the country’s massive appetite and challenging global supply lines set up to feed it. Markets for essentials like natural gas, copper and pork have all swooned amid worry over a broad weakening of demand. Prices for some natural resources are plumbing multiyear lows. Chinese companies are canceling orders for crude oil and other commodities, and the country’s once-heaving ports are quieter. Analysts say the disruption could be long lasting, as stockpiles of commodities grow and ships lay idle." (Fonte "Virus ShakesUp Global Supply Lines" publicado no Wall Street Journal de ontem)
...
The only thing that is certain is that we cannot assume China’s future will resemble its recent past." (Fonte: "The most lasting impact of coronavirus" publicado no Washington Post de ontem)
Entretanto, mandaram-me um e-mail com este texto:
"Depois da Kuka, da KraussMaffei, da Putzmeister, de parte da Osram e tantas outras, continua o take-over tecnológico silencioso…
Há dias ao ler um jornal espanhol fiquei a matutar na situação alemã:
- a herdeira de Merkel demite-se
- cerca de 100 mil empregos na indústria automóvel em risco com a disrupção em curso
A Alemanha é a locomotiva económica europeia por excelência.
A China com o primeiro trimestre de 2020 arruinado, pelo menos esse.
Como é que a sua empresa está a preparar-se para o impacte destes fenómenos?
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