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 3053 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1251 Consumer Staples 807 Health Care 363 India 553 Industrials - Capital Goods 623 Info Tech - Comms Equip 264 Info Tech - Tech Hardware 866 Sri Lanka 15 Tariffs 1870 Trade Deals 1017 U.S. 5404 Vietnam 414

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 expo...

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