"Economists at the Bank of International Settlements looked at data from more than 25,000 companies and found supply chains lengthening as other countries, especially in Asia, became additional stops in trade between China and the US. Companies shifting supply chains away from China are often moving production to countries whose economies are already highly integrated with China, such as Vietnam. Mexico, where investment by Chinese manufacturers has ticked up noticeably in recent years, is also becoming an important link in US-China trade. So it's not so much that the US and Chinese economies are decoupling-they're just coupling in different places.
...
Still, the connectors are proof that talk of the end of globalization is overwrought. Goods and capital still move across borders - even more of them, in fact."
Estes trechos foram retirados de "These Five Countries Are Key Economic; 'Connectors' in a Fragmenting World" publicado pela revista Bloomberg Business Week.
Interessante o que encontramos no WSJ de ontem:
"China passed a significant milestone last fall: For the first time since its economic opening more than four decades ago, it traded more with developing countries than the U.S., Europe and Japan combined. It was one of the clearest signs yet that China and the West are going in different directions as tensions increase over trade, technology, security and other thorny issues.
...
Benefits for the U.S. and Europe include less reliance on Chinese supply chains and more jobs for Americans and Europeans that otherwise might go to China. But there are major risks, such as slower global growth - and many economists worry the costs will outweigh the advantages."
Trechos retirados de "Global Economy Splits Into U.S. vs. China"
"This is a column about two numbers that seem to tell contradictory stories about globalization.
Over the past 15 years, a consensus has developed that globalization has run its course and gone into decline. One popular number supporting this argument: Trade as a share of global output peaked in 2008 at the cusp of the global financial crisis and has never recovered.
But a new metric from a pair of economists, Sharat Ganapati of Georgetown University and Woan Foong Wong at the University of Oregon, tells the opposite story: More goods are traveling greater distances than ever before.
That seems impossible if globalization has truly swung into reverse. So which is right?"
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