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2020年7月14日星期二

How does individual investment seek advantages and avoid disadvantages?

The total confrontation between China and the United States, reconstruction of the world order, How does individual investment seek advantages and avoid disadvantages?


 The people who can make money in this half-year, I feel very difficult, most people are losing money. Every one of us is actually very weak, many of our choices, judgments, entrepreneurship, the investment can not be separated from whether we can follow this era, follow this society, follow this trend if we follow, then we have a lot of opportunities, if we go against, or not been aware of, we will be very difficult.

But you may still have a chance to go to other countries, you still play some of your original advantages, but you from your main battlefield, from China to Southeast Asia.

 We can foresee that there will always be more bad news than good news for some time to come because now the United States has confirmed the need to confront China.

This becomes a confrontation of all sides. In such a broad context, because the United States does not represent just one country, it represents a number of developed countries that maybe the mainstream of the West.

 We invest and do business, and we're sure to get a very big impact. What kind of changes will occur below this situation, we need to have an early warning.

 Capital is the smartest when markets are in turmoil. I read a report that in some countries around the world in the first half of this year, the only thing that can achieve positive growth is Vietnam. Why?

Because a large number of industries and capital have been transferred from China to Vietnam, especially now after the confrontation between China and the United States, some of the original production enterprises, processing enterprises, export enterprises, foreign trade enterprises have moved many of their factories to Vietnam.

 Like I usually live in Guangzhou and the Pearl River Delta this feeling is particularly strong, I recently have some friends to make clothing, building materials, they basically have to consider moving the factory to Vietnam.

 Because in China, if he does it again, it's basically not competitive in the global market.

 The shift in capital to Southeast Asia is a trend that I think is probably just beginning.

 Because of the confrontation between China and the United States is not a year or two, I think it is at least 15 to 20 years of one thing. So what kind of outcome will emerge in 15 to 20 years, and what is the impact on China itself? We don't predict, but because it's hard to predict, what's the only thing we want to do as capital in this environment, or as investors? It's safe.

our mold factory and injection molding company is not suitable to move to southeast Asia, engineers and technicians are not easy to move, and there are no matching manufacturers, so we will choose to insist, but there is no denying that many industries with low technology content are accelerating to leave china.


2020年5月17日星期日

China's manufacturing industry is facing a real crisis

What is the impact of the accelerated transfer of American companies to Vietnam and India on Chinese manufacturing?


 Apple has planned to move 20% of its iPhone production base to India, which means that Apple phones will be purchased later Could be "made in India". Apple isn't the only company, India says more and more U.S. companies will "leave India ". Modi and Apple and other U.S. companies in December 2019, according to the Indian newspaper The Economic Times executives meet and hope they transfer part of the production line to India. India has earmarked about 461,000 hectares of land nationwide Land, for the use of relevant U.S. enterprises, and has actively contacted more than 1000 U.S. enterprises, hoping that they "leave India ".
 Recently, US President Donald Trump has repeatedly expressed his desire to strengthen cooperation with India. In the current context of complex international relations, A stronger U.S. connection with India and a shift of business to India will inevitably affect the global industrial chain, the economies of India, the United States, and China。
 All have significant effects. In addition to the US, the EU is focusing on India。 CNMOULDING note that, in addition to the U.S., India is also in deep contact with companies in major European countries, many of which are already Talking to India. More importantly, by the end of 2019, India refused to join China, Japan, Australia and  ASEAN's RCEP", are negotiating free trade with the EU. Apparently, in India's eyes, the EU is largely a Developed economy, while India is currently a developing country, have strong economic complementarities —— India can Export labor-intensive products to the EU, introduce the EU's high-tech products, introduce the EU's capital and technology, and provide its own labor Force...
 The current media do not report on the extent of free trade negotiations between India and the European Union, but if the two sides agree, that is invisible
 China has also significantly increased India's ability to attract enterprises from large European countries, which will give India a huge boost to development and export markets 。Vietnam, too, has attracted the U.S. and European attention. In addition to India, the U. S. and Europe's eyes also stopped in Vietnam, many multinational groups have transferred part of the production line to Vietnam. As a result, Vietnam's total exports and imports have grown significantly more than its GDP. Data show Vietnam GDP 2019
 About $260 billion. But imports and exports totaled $516.96 billion, about twice the GDP. More importantly, Vietnam's Foreign trade is growing faster than GDP, and the gap is expected to widen. Although current Vietnam, India introduced the United States The number of European enterprises is relatively small, and the introduction is mainly downstream of the industrial chain. But if it continues, it will
 It is possible to add several "world factories" to boost the economic development and trade of goods in India and Vietnam and boost the global economy of both countries. The status of the Jige Bureau, reducing China's ability to attract foreign investment, and the possibility of changing the current world economic development pattern, its overall shadow
 Sound can not be ignored. Of course, India and Vietnam have many drawbacks. For example, there is a caste system in India and the cultural level of the population is low. There are big differences in policies, such as the gradual weakening of Vietnam's labor cost advantage and the size of its own market is not the most ideal environment for the development of foreign capital. Striving upward in the difficult situation will be the direction of all Chinese mold makers and the injection molding industry in the future.