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CW.346.VIKING BOER–CHINA WATCH – China vs The West
China vs The West – Does Trade War Spell End To Made-In-China Goods? | When Titans Clash 3 – Part 1/2Jan 18, 2024 #CNAInsider #Trade #China
As the West and Japan pursued a policy of de-risking from China, China’s economy lost billions and foreign investments into the mainland became negative for the first time since 1998. Are we witnessing the end of Made-in-China? Or is this the beginning of profound shifts in China towards green tech, high tech, and a more service-oriented economy? With major multinationals pursuing a “in China for China” strategy; whilst others double down on the diversification of supply chains, this documentary analyzes the complex business trends unfolding, and what it means for the world’s second-largest economy.00:00 Introduction
01:44 National security concerns across industries
05:44 De-risking mean decoupling from China? Why now?
10:35 Security or economy, which comes first?
14:03 Mexico’s manufacturing sector driven by Chinese investment
21:26 Manufacturing moving out of China
26:17 Tesla opens mega factory in China to sell to China’s domestic market
32:48 China now the world’s largest car exporter
37:52 How did Chinese EV makers go from near bankruptcy to booming business?
40:35 Europe to investigate China EV companies
43:55 Can the world de-risk from China green tech?
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