Kicking Away The Development Ladder – The Trade War’s Long Term Impact — Panjiva
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Kicking Away The Development Ladder – The Trade War’s Long Term Impact

China 3048 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1247 Consumer Staples 805 Health Care 362 India 551 Industrials - Capital Goods 620 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Sri Lanka 15 Tariffs 1866 Trade Deals 1017 U.S. 5399 Vietnam 412

The U.S.-China trade war is accelerating a shift in supply chains across Asia that could work to the long term advantage of countries that are already working their way up the development ladder and potentially locking out those that are further behind. Vietnam is well ahead of the curve with electronics reaching 35.0% of exports in 2017 from 4.0% in 2000. More of the same likely as companies as diverse as Kyocera, Sumitomo, Brooks and HD Supply relocate. India meanwhile has not seen as rapid a development of high tech industry with machinery and electronics representing 15.7% of exports...

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