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美中貿易戰對東南亞國家的影響:2018年

The Impact of the US-China Trade War on Southeast Asian Countries, 2018

出版商 Frost & Sullivan 商品編碼 914946
出版日期 內容資訊 英文 71 Pages
商品交期: 最快1-2個工作天內
價格
美中貿易戰對東南亞國家的影響:2018年 The Impact of the US-China Trade War on Southeast Asian Countries, 2018
出版日期: 2019年10月23日內容資訊: 英文 71 Pages
簡介

本報告提供美中貿易戰的計劃與其影響的相關調查,提供影響概要,對東南亞的主要各國──越南,馬來西亞,及新加坡的影響相關分析。

摘要整理

概要

“美國第一”政策真的把美國放在第一位嗎?

  • 美國優先政策
  • 影響
  • 美國與中國的貿易平衡
  • 美國從中國進口
  • 美國對中國的出口
  • 美國的國際收支

美中貿易戰對越南的影響

  • 越南的經濟
  • 越南的經濟發展
  • 越南的外國直接投資
  • 越南如何吸引外國投資?
  • 技術大廠正在遷往越南
  • 從越南出口到世界
  • 美國和越南的貿易
  • 中國和越南的貿易
  • 貿易戰爭時代的越南產業
  • 越南是美國關稅的下一個目標嗎?

美中貿易戰對馬來西亞的影響

  • 馬來西亞的經濟
  • 馬來西亞的經濟發展
  • 馬來西亞的外國直接投資
  • 從馬來西亞出口到世界
  • 美國和馬來西亞的貿易
  • 中國和馬來西亞的貿易
  • 貿易戰爭時代的馬來西亞產業

美中貿易戰對新加坡影響

  • 新加坡的經濟
  • 新加坡的經濟發展
  • 從新加坡出口到世界
  • 美國和新加坡的貿易
  • 中國和新加坡的貿易
  • 新加坡的半導體產業案例

貿易戰爭預測

  • 戰鬥的未來

成長機會·C2A

  • 成長機會1:地區擴大
  • 成長機會2:新的功能
  • 成功與成長的戰略要務

結論

附錄

Frost & Sullivan

目錄
Product Code: 9AB7/0E

Even the Beneficiaries of the US-China Trade War Face the Impact of the Global Slowdown

This report provides an overview of the US-China trade war plan and its consequences. It also investigates the impacts of the US-China trade war on Vietnam, Malaysia, and Singapore.

The US-China trade war has been the main reason behind the uncertainty in financial markets during 2018 and 2019, which has affected investor confidence globally. For the US, their change in trade policy with China was aimed at reducing the US trade deficit with China and encouraging industries to invest in the United States rather than in China. The move is also aimed at bringing back manufacturing jobs to Americans. The trade war has significant impacts on the economic indicators globally and regionally. The global economic growth slowdown and international trade barrier resulting from the US trade policies have led to reduced demand for many industries around the world and raised the possibility of a global recession. The flow of foreign direct investment has shifted away from China to other countries. Many companies with bases in China have already relocated or are considering relocation to other destinations as they do not see any resolution to the dispute in the near future.

Not all countries have been affected in the same manner by the trade war. For instance, it has presented Vietnam with considerable advantages, opening up the possibility to attract investments from across the globe, including China. In fact, Vietnam has been the biggest beneficiary of the US-China trade war in the world so far. However, there is reason to anticipate changes in the US trade policy on Vietnam, as the US trade deficit with Vietnam is becoming wider. While Malaysia can be considered as an alternative destination for companies relocating from China, Singapore's manufacturing industry, especially the semiconductor industry is suffering from the changes in demand for chipmakers, which has negatively impacted its economy. Finally, the report discusses the new phases of the trade war, such as the recent currency war and considers the possible future of the dispute. This report equips the investors with the required information to aid their decision-making process.

Key Issues Addressed:

  • How has the US-China trade war affected economic growth?
  • What are the impacts of the dispute on the flow of foreign direct investment?
  • Which companies are considering relocation from China to other countries in the region?
  • What is the current state of the semiconductor industry in Singapore?

Table of Contents

Executive Summary

  • Key Findings
  • CEO's Perspective

Overview

  • Scope of the Study
  • Global Economic Growth
  • Global Policy Uncertainty

Did the "America First" Policy Really Put America First?

  • America First Policy
  • The Consequences
  • The Consequences (continued)
  • The US Trade Balance with China
  • The US Imports from China
  • The US Exports to China
  • The US International Trade Balance

The Impact of the US-China Trade War on Vietnam

  • The Economy of Vietnam
  • Vietnam's Economic Growth
  • Foreign Direct Investment in Vietnam
  • How did Vietnam Attract Foreign Investments?
  • Tech Giants are Relocating to Vietnam
  • Tech Giants are Relocating to Vietnam (continued)
  • Exports from Vietnam to the World
  • US Trade with Vietnam
  • China Trade with Vietnam
  • Vietnam Industries in the Time of Trade War
  • Is Vietnam the Next Target of US Tariffs?
  • Is Vietnam the Next Target of US Tariffs? (continued)

The Impact of the US-China Trade War on Malaysia

  • The Economy of Malaysia
  • Malaysia's Economic Growth
  • Foreign Direct Investment in Malaysia
  • Exports from Malaysia to the World
  • US Trade with Malaysia
  • China Trade with Malaysia
  • Malaysia Industries in the Time of Trade War

The Impact of the US-China Trade War on Singapore

  • The Economy of Singapore
  • Singapore's Economic Growth
  • Singapore's Economic Growth (continued)
  • Exports from Singapore to the World
  • US Trade with Singapore
  • China Trade with Singapore
  • The Case of the Singapore Semiconductor Industry
  • The Case of Singapore Semiconductor Industry (continued)

The Trade War's Future

  • The Battle's Future

Growth Opportunities and Companies to Action

  • Growth Opportunity 1-Geographic Expansion
  • Growth Opportunity 2-New Capabilities
  • Strategic Imperatives for Success and Growth

Conclusion

  • Conclusion
  • Legal Disclaimer

Appendix

  • Key Source Documents
  • List of Exhibits
  • List of Exhibits (continued)

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