COVID19 will strengthen China's position as world manufacturing hub

[52051]

This is a report from US-based investment bank Morgan Stanley, the main conclusion of this research report is:

The COVID-19 will actually strengthen China's position in world manufacturing and supply chain, instead of weaken it.

The reason behind it are:

(1) COVID-19 strikes both America and Europe heavily, there are years for them to recover, they have no financial muscle to do large projects and investment, in contrasts, China, thanks to its quick recovery, and tight money policy, now have tremendous financial power to support herself to run large investment projects, sample put: to transfer the manufacturing out of China now needs capital, and now only China has the capital, so...

(2) The most important issue to investors, besides the profit, is the stability, which means investors prefer stability of supply chain, in contrast to the west, despite of being the outbreak center of COVID-19, China manage to make the disease under control very swiftly, and restart the manufacturing very quickly and efficiently, this feature impressed the investors in the world, so investment and supply chain in China is regarded more and more like a safe bet among investors in the world, actually according to Morgan Stanley's survery of TMT industry leaders, almost all of them are impressed by China's ability demonstrated in the outbreak.

http://finance.sina.com.cn/stock/usstock/c/2020-04-13/doc-iircuyvh7508810.shtml

Its a sad day for the keybroad warriors here, unlike you, the research analysts and quants in IB are usually graded from top schools and has PhDs in maths and other serious subjects, and they do research for a living

 

[Han Patriot]

This is a report from US-based investment bank Morgan Stanley, the main conclusion of this research report is:

The COVID-19 will actually strengthen China's position in world manufacturing and supply chain, instead of weaken it.

The reason behind it are:

(1) COVID-19 strikes both America and Europe heavily, there are years for them to recover, they have no financial muscle to do large projects and investment, in contrasts, China, thanks to its quick recovery, and tight money policy, now have tremendous financial power to support herself to run large investment projects, sample put: to transfer the manufacturing out of China now needs capital, and now only China has the capital, so...

(2) The most important issue to investors, besides the profit, is the stability, which means investors prefer stability of supply chain, in contrast to the west, despite of being the outbreak center of COVID-19, China manage to make the disease under control very swiftly, and restart the manufacturing very quickly and efficiently, this feature impressed the investors in the world, so investment and supply chain in China is regarded more and more like a safe bet among investors in the world, actually according to Morgan Stanley's survery of TMT industry leaders, almost all of them are impressed by China's ability demonstrated in the outbreak.

http://finance.sina.com.cn/stock/usstock/c/2020-04-13/doc-iircuyvh7508810.shtml

Its a sad day for the keybroad warriors here, unlike you, the research analysts and quants in IB are usually graded from top schools and has PhDs in maths and other serious subjects, and they do research for a living

That's what most ppl fail to understand, export drop is not due to factory relocation, its due to demand drop. The crisis is killing demand but is strengthening China as the ONLY viable manufacturing hub. They just don't get it, for the near term till mid term, 5 years roughly, manufacturing and industry will still be Chinese.

 

[pothead]

The author is smoking some quality stuff.
Already Indian pharmas have been instructed to move raw material manufacturing in India.

This one blessing from this Chinese Virus is realization by the world of how reliable China is a country,
more importantly world has realized CCP is more or less a retarded party led a mental patient in Winnie the Pooh.

Just wait and watch,
the world is going to pay back China for the Chinese Virus with interest.

 

[52051]

That's what most ppl fail to understand, export drop is not due to factory relocation, its due to demand drop. The crisis is killing demand but is strengthening China as the ONLY viable manufacturing hub. They just don't get it, for the near term till mid term, 5 years roughly, manufacturing and industry will still be Chinese.

And just imagine 5 years later what kind of power China would access...

For reference:

In 2008, at the very beginning of the US-triggered world economy meltdown, China has a GDP of 4.3 trillion USD.

5 years later, China's GDP become 9.3 trillion USD

 

[52051]

The author is smoking some quality stuff.
Already Indian pharmas have been instructed to move raw material manufacturing in India.

This one blessing from this Chinese Virus is realization by the world of how reliable China is a country,
more importantly world has realized CCP is more or less a retarded party led a mental patient in Winnie the Pooh.

Just wait and watch,
the world is going to pay back China for the Chinese Virus with interest.

Indians are show off whatever little muscle they still have again, now move on nobody here give a **** about India or Indians.

@52051 How do you think the usa will do in the next 5 years? Recovery, collapse, etc?

I am sure 5 years from now US will be at most the second largest economy in the world.

But collapse? well we can only hope, but who could predict soviet's collapse before 1988?

 

[antonius123]

But I dont think money shouldn't be issue for now, since FED has declared the INFINITE Quantitative Easing right? They can create money from thin air then lend to their ally for the relocation of manufacturers. Japan has released QE which part of them are for relocation; I dont know whether BoJ just have received the fund from FED or not

 

[Mace]

That's what most ppl fail to understand, export drop is not due to factory relocation, its due to demand drop. The crisis is killing demand but is strengthening China as the ONLY viable manufacturing hub. They just don't get it, for the near term till mid term, 5 years roughly, manufacturing and industry will still be Chinese.

China has lost lots of credibility with this crisis. It will take years to heal.

All countries will try to maintain reliable supply chains internally and outside of China.

It is not that simple though to openly bad mouth China because of its huge consumer market which other countries also won’t want to let access go.

 

[DavidsSling]

This is a report from US-based investment bank Morgan Stanley, the main conclusion of this research report is:

The COVID-19 will actually strengthen China's position in world manufacturing and supply chain, instead of weaken it.

The reason behind it are:

(1) COVID-19 strikes both America and Europe heavily, there are years for them to recover, they have no financial muscle to do large projects and investment, in contrasts, China, thanks to its quick recovery, and tight money policy, now have tremendous financial power to support herself to run large investment projects, sample put: to transfer the manufacturing out of China now needs capital, and now only China has the capital, so...

(2) The most important issue to investors, besides the profit, is the stability, which means investors prefer stability of supply chain, in contrast to the west, despite of being the outbreak center of COVID-19, China manage to make the disease under control very swiftly, and restart the manufacturing very quickly and efficiently, this feature impressed the investors in the world, so investment and supply chain in China is regarded more and more like a safe bet among investors in the world, actually according to Morgan Stanley's survery of TMT industry leaders, almost all of them are impressed by China's ability demonstrated in the outbreak.

http://finance.sina.com.cn/stock/usstock/c/2020-04-13/doc-iircuyvh7508810.shtml

Its a sad day for the keybroad warriors here, unlike you, the research analysts and quants in IB are usually graded from top schools and has PhDs in maths and other serious subjects, and they do research for a living

ROFLMAO

 

[Han Patriot]

China has lost lots of credibility with this crisis. It will take years to heal.

All countries will try to maintain reliable supply chains internally and outside of China.

It is not that simple though to openly bad mouth China because of its huge consumer market which other countries also won’t want to let access go.

This is bound to happen but the scale of it happening is not as big as anticipated. Firstly nobody can produce as competitively as China and second we have a huge consumer market. People don't understand that foreign investment is not just about exporting. China created a symbiosis, we let you sell in our market, you make sure yoh export the rest. That's the reason why even a trade war could not destroy much.

I think people blame China for the virus, but the efficiency and ability of the Chinese government got a boost. People might hate you but they envy your government's execution. US lost alot of credibility actually, they were a collatarel damage.

 

[DavidsSling]

This is bound to happen but the scale of it happening is not as big as anticipated. Firstly nobody can produce as competitively as China and second we have a huge consumer market. People don't understand that foreign investment is not just about exporting. China created a symbiosis, we let you sell in our market, you make sure yoh export the rest. That's the reason why even a trade war could not destroy much.

I think people blame China for the virus, but the efficiency and ability of the Chinese government got a boost. People might hate you but they envy your government's execution. US lost alot of credibility actually, they were a collatarel damage.

Don't worry China has lost nothing, in fact, the CCP's reputation is improving all over the world.

 

[Han Patriot]

If we

ROFLMAO

Use a chinky report, you would say its not credible, here is a white man's report. Lol

Don't worry China has lost nothing, in fact, the CCP's reputation is improving all over the world.

You have to understand China does not need the people of a particular country to love her, we need a countries elite to respect us. Example the Thai are pissed and convinced its a Chinese virus but what about the Thai general and government, they saw how we controlled the disease and saw how US is in deep shit stealing supplies. Lol

 

[DavidsSling]

If we

Use a chinky report, you would say its not credible, here is a white man's report. Lol


You have to understand China does not need the people of a particular country to love her, we need a countries elite to respect us. Example the Thai are pissed and convinced its a Chinese virus but what about the Thai general and government, they saw how we controlled the disease and saw how US is in deep shit stealing supplies. Lol

Ok, I am sorry, China does not need any country, China is all-seeing all-knowing, the CCP is great.

 

[dbc]

This is a report from US-based investment bank Morgan Stanley, the main conclusion of this research report is:

The COVID-19 will actually strengthen China's position in world manufacturing and supply chain, instead of weaken it.

The reason behind it are:

(1) COVID-19 strikes both America and Europe heavily, there are years for them to recover, they have no financial muscle to do large projects and investment, in contrasts, China, thanks to its quick recovery, and tight money policy, now have tremendous financial power to support herself to run large investment projects, sample put: to transfer the manufacturing out of China now needs capital, and now only China has the capital, so...

(2) The most important issue to investors, besides the profit, is the stability, which means investors prefer stability of supply chain, in contrast to the west, despite of being the outbreak center of COVID-19, China manage to make the disease under control very swiftly, and restart the manufacturing very quickly and efficiently, this feature impressed the investors in the world, so investment and supply chain in China is regarded more and more like a safe bet among investors in the world, actually according to Morgan Stanley's survery of TMT industry leaders, almost all of them are impressed by China's ability demonstrated in the outbreak.

http://finance.sina.com.cn/stock/usstock/c/2020-04-13/doc-iircuyvh7508810.shtml

Its a sad day for the keybroad warriors here, unlike you, the research analysts and quants in IB are usually graded from top schools and has PhDs in maths and other serious subjects, and they do research for a living

Source is in Chinese - what is sina.com.cn? Please link to a valid source.

 

[Han Patriot]

Ok, I am sorry, China does not need any country, China is all-seeing all-knowing, the CCP is great.

CCP should change name to National Socialist Party of China. We are no difference from Nazis but we have nukes now. Lol

 

[DavidsSling]

CCP should change name to National Socialist Party of China. We are no difference from Nazis but we have nukes now. Lol

Yes your CCP rules are wonderful and should be taken up by the rest of the world, and China was innocent in Tibet it was all just lies and propaganda spread by the west.