Coronavirus serves Vietnam factories with reality check of life after China -
my latest report looks at the HUGE supply chain issues facing those who fled the trade war to set up in Vietnam
scmp.com/economy/china-…
my latest report looks at the HUGE supply chain issues facing those who fled the trade war to set up in Vietnam
scmp.com/economy/china-…
Some big name manufacturers are expected to run out of parts mid-March, while others hope they can keep going a bit longer. But with China having been shutdown for a month, the lag will come eventually...
scmp.com/economy/china-…
scmp.com/economy/china-…
A packaging factory employing 10,000 people in Hanoi is "waiting for the big wave", says the owner. If electronics companies aren't able to produce their products, then they don't need packaging
scmp.com/economy/china-…
scmp.com/economy/china-…
An e-commerce platform has been making a fortune since people are afraid to go to supermarkets, but insider tells me that Samsung, P&G, Nestle all frantically looking for new suppliers, expecting to run low on stocks in March
scmp.com/economy/china-…
scmp.com/economy/china-…
Per @Trinhnomics: 17 per cent of Vietnam’s total economy is exposed to trade with China, higher than any other country in the region.
At the same time, huge swathes of Chinese and Korean tourists dropped off, while agri exports like dragon fruit and papaya stuck at the docks 🚛
At the same time, huge swathes of Chinese and Korean tourists dropped off, while agri exports like dragon fruit and papaya stuck at the docks 🚛
