"It was January 2022, and Mr. Chan's company, Man Wah Furniture Manufacturing, was confronting grave challenges in moving sofas from its factories in China to customers in the United States. Shipping prices were skyrocketing. Washington and Beijing were locked in a fierce trade war.
Man Wah, one of China's largest furniture companies, was eager to make its products on the North American side of the Pacific.
"Our main market is the United States," said Mr. Chan, chief executive of Man Wah's Mexico subsidiary. "We don't want to lose that market."
That same objective explains why scores of major Chinese companies are investing aggressively in Mexico, taking advantage of an expansive North American trade deal. [Moi ici: Os pró-Biden demonizam a trumpeconomics, os pró-Trump demonizam tudo o que Biden faz, mas na economia Biden segue e amplia o que Trump fez. Como diz Zeihan México, Estados Unidos e Canadá formam um bloco doméstico] Tracing a path forged by Japanese and South Korean companies, Chinese firms are establishing factories that allow them to label their goods "Made in Mexico," then trucking their products into the United States duty-free.
The interest of Chinese manufacturers in Mexico is part of a broader trend known as nearshoring. International companies are moving production closer to customers to limit their vulnerability to shipping problems and geopolitical tensions." [Moi ici: O movimento é muito mais motivado pela economia do que pela política, em minha opinião. Num mundo mais incerto é cada vez mais racional ter a produção perto do consumo. Claro que a erosão da diferença de custos também ajuda.]
Trecho retirado de "Why Chinese Companies Are Investing Billions in Mexico"
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