If American trade relations with China explode, the American automobile industry is certain to get hit, according to Automotive News China in this report. General Motors currently sells more cars in China than it does in the United States. A trade disruption could hammer its share price and force the closing of U.S. factories that […]…
Category: blog
Japan’s Strategy For Riding the China Dragon
As I reported seven years ago in this article for Chief Executive magazine, Japan has pursued a strategy of moving into very specialized niche products to stay ahead of China’s raw manufacturing capacity. Japan makes the highest technology components that go into much of China’s exports. It makes the sensors and gauges and batteries that […]…
Why Trump’s Demand for $200 Billion Reduction in China’s Trade Surplus Is So Irrational
It’s taken many decades for the United States, China and other countries to create a global trading order in which American companies and companies from many other countries either manufacture in China for export to the United States, engage in joint ventures that export back to the U.S., or operate purchasing offices that source China-made […]…
Many American tech companies in harm’s way if U.S.-China dispute blows up
Qualcomm and Apple have obvious problems in China. The Chinese government is holding up approval of Qualcomm’s purchase of another semiconductor maker, NXP Semiconductors. It has that power because 65 percent of Qualcomm’s sales are in China. As a result of delays in approving that purchase, Qualcomm is having to lay off workers in the […]…
Good News on Reshoring
The Reshoring Initiative people are on top of their game and are the leading experts on job creation in America as a result of U.S. companies bringing jobs back or non-U.S. companies making investments. They show that that the United States created 171,000 jobs last year as a result of these trends. That’s great news. […]…
