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 3047 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1246 Consumer Staples 804 Health Care 362 India 550 Industrials - Capital Goods 619 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 861 Sri Lanka 15 Tariffs 1865 Trade Deals 1017 U.S. 5398 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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