This is the trickle I expected to see.
@economyninja explains what else is happening due to the delay in ship turn around times. Mind you, most Chinese exporters are smart. They don’t ship until they get full payment. And most buyers stupidly pay upfront!
@economyninja explains what else is happening due to the delay in ship turn around times. Mind you, most Chinese exporters are smart. They don’t ship until they get full payment. And most buyers stupidly pay upfront!
The kind of stories we have been repeatedly seeing.
a) foreign companies are steadily leaving china.
b) some think they are too invested in China, and they are talking China plus one.
c) Japanese, Taiwanese and Korean companies are closing in large numbers, mostly kicked out.
a) foreign companies are steadily leaving china.
b) some think they are too invested in China, and they are talking China plus one.
c) Japanese, Taiwanese and Korean companies are closing in large numbers, mostly kicked out.
d) there is huge imbalance in container traffic. Trade imbalances are affecting shipping.
e) the shipping delays are getting too worse. It’s choking inbound traffic in consumer states.
f) Fuck you, corona!
(I hope that covers all manpower disruptions due to Wuhan virus)
e) the shipping delays are getting too worse. It’s choking inbound traffic in consumer states.
f) Fuck you, corona!
(I hope that covers all manpower disruptions due to Wuhan virus)
g) Domino effect.
Delays are causing stale goods. Stale goods means less import. Less import means less employment in “factory of the world”. Less employment means commie stupid remedial actions.
h) Raw material cost is rising everywhere.
i) productivity linked margin is dipping.
Delays are causing stale goods. Stale goods means less import. Less import means less employment in “factory of the world”. Less employment means commie stupid remedial actions.
h) Raw material cost is rising everywhere.
i) productivity linked margin is dipping.
Yes. I think the next massive correction is due. But this time it will punish some more than others.
The thing is, every country will have to become ‘vocal for local’ to survive the upcoming rut.
What some others prefer to call as decentralised nationalism.
This is a Compulsion
The thing is, every country will have to become ‘vocal for local’ to survive the upcoming rut.
What some others prefer to call as decentralised nationalism.
This is a Compulsion
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