Föhrenbergkreis Finanzwirtschaft

Unkonventionelle Lösungen für eine zukunftsfähige Gesellschaft

Posts Tagged ‘china’

With Great Demographics Comes Great Power

Posted by hkarner - 16. Juni 2019

Date: 15-06-2019
Source: Foreign Affairs By Nicholas Eberstadt

Why Population Will Drive Geopolitics

Demographics may not be destiny, but for students of geopolitics, they come close. Although conventional measures of economic and military power often receive more attention, few factors influence the long-term competition between great powers as much as changes in the size, capabilities, and characteristics of national populations.

The United States is a case in point. In 1850, the United States was home to some 23 million people, 13 million fewer than France. Today, the U.S. population is close to 330 million, larger than the British, Dutch, French, German, and Italian populations combined. For more than a century, the United States has had the world’s largest skilled work force, and by measures such as mean years of adult schooling, it has long had among the world’s most highly educated populations. These favorable demographic fundamentals, more than geography or natural resources, explain why the United States emerged as the world’s preeminent economic and military power after World War II—and why it still occupies that position today. Den Rest des Beitrags lesen »

Posted in Artikel | Verschlagwortet mit: , , , , , | Leave a Comment »

Foxconn Says Prepared to Move Apple Production Out of China if Necessary

Posted by hkarner - 12. Juni 2019

Date: 11-06-2019
Source: The Wall Street Journal

Taiwan-based company tries to brush off investor worries over U.S.-China trade row

A Foxconn executive said the company’s manufacturing capacity outside of China is sufficient to meet demand in the U.S. from Apple and other customers.

HONG KONG— Foxconn Technology Group said it is ready to shift production out of China if necessary for Apple Inc., its biggest customer, as the electronics assembler tried to assuage investors’ concerns over the U.S.-China trade conflict.

In its first-ever investor meeting and conference call since going public in 1991, senior executives at Taiwan-based Foxconn sought to address investor uncertainty as it prepares for a leadership transition.

Tuesday’s events were aimed at outlining a succession plan for when Terry Gou, Foxconn’s founder, stands down as chairman to focus on his campaign for Taiwan’s presidency. Den Rest des Beitrags lesen »

Posted in Artikel | Verschlagwortet mit: , , , , | Leave a Comment »

G-20 Financial Leaders Criticize Trade Tensions for Impact on Growth

Posted by hkarner - 11. Juni 2019

Date: 10-06-2019
Source: The Wall Street Journal

The U.S. was at odds with most countries on how tariffs have impacted global growth and how to resolve trade conflicts

Finance ministers and central bankers fretted about trade and geopolitical tensions and agreed to stand ready with action in case those risks intensify, according to a statement released Sunday after a weekend Group of 20 meeting in Japan.

FUKUOKA, Japan—The Group of 20 major economies decried worsening trade tensions and their impact on global growth, with the U.S. and China locked in a protracted trade battle since negotiations fell apart a month ago.

Finance ministers and central bankers fretted about the trade and geopolitical tensions and agreed to stand ready with action in case those risks intensify, according to a statement released Sunday after a weekend meeting in Japan. Their statement didn’t mention the tariffs the U.S. and China have used, though the measures and their effect weighed on the officials’ closed-door discussions. Den Rest des Beitrags lesen »

Posted in Artikel | Verschlagwortet mit: , , , , | Leave a Comment »

The technology industry is rife with bottlenecks

Posted by hkarner - 9. Juni 2019

Date: 07-06-2019
Source: The Economist

The US-China tech cold war is making companies more aware of them than ever

Japan had long since lost its lead in electronics. Or so many thought. When an earthquake and tsunami hit the country in 2011, its continued centrality to the industry quickly became apparent. Copper foils for printed circuit boards, silicon wafers to make chips, resin to package them—for many components Japan was the home of the biggest, sometimes only, supplier. As production ground to a halt, customers scrambled to find alternatives. Many had to limit their output, like carmakers reliant on Renesas Electronics, a leading maker of engine-controlling chips whose wafer-fabrication plant sustained heavy damage.

Natural disasters—whether cataclysmic like the Japanese earthquake or merely destructive like floods or wildfires—regularly test the electronics supply chain. Now a geopolitical shock from President Donald Trump’s efforts to isolate China has thrown the industry’s structure into sharp relief—and exposed its choke points (see table).
Den Rest des Beitrags lesen »

Posted in Artikel | Verschlagwortet mit: , , , | Leave a Comment »

Kapitalismus geht auch ohne Demokratie

Posted by hkarner - 8. Juni 2019

Date: 07-06-2019
Source: Die Zeit

Der demokratische Kapitalismus westlicher Prägung könnte zum Auslaufmodell werden. China zeigt der Welt gerade, wie eine datengetriebene Planwirtschaft funktioniert.

Ein Essay von Thomas Beschorner, Miriam Meckel und Léa Steinacker

China zeigt der Welt, dass für einen funktionierenden Kapitalismus keine demokratischen Strukturen notwendig sind.

Thomas Beschorner ist Professor für Wirtschaftsethik und Direktor des Instituts für Wirtschaftsethik der Universität St.Gallen. Miriam Meckel ist Professorin für Kommunikationsmanagement an der Universität St.Gallen sowie Gründungsverlegerin der Digitalplattform ada. Léa Steinacker ist Chief Strategy Officer von ada.

Es gibt die Hoffnung, dass der Kapitalismus in naher Zukunft durch ein besseres System abgelöst werden könnte. Und es gibt die Hoffnung, dass er endlich wieder zu seinen Wurzeln der reinen freien Märkte zurückkehren könnte. Welche der beiden Position man auch immer bevorzugt – es gibt noch eine dritte Variante: die Revitalisierung der Planwirtschaft auf Datenbasis. Den Rest des Beitrags lesen »

Posted in Artikel | Verschlagwortet mit: , , , , , , , , | Leave a Comment »

Taiwan’s computing titans are caught up in the US-China tech war

Posted by hkarner - 8. Juni 2019

Date: 07-06-2019
Source: The Economist

They would rather remain in the shadows

In the shadow of Taipei 101, the Taiwanese capital’s tallest skyscraper, 42,000 people attended Computex, one of the world’s biggest electronics trade expos, which concluded on June 1st. They bought, sold and ogled every electronic component imaginable. Neon-pulsating fans. Computer casings in every imaginable shade of beige. Infinite varieties of fibre-optic cables. And, of course, chips. If silicon had a smell, Computex would be oozing it.

The massive exhibition space is in fact a sideshow. The real action takes place high above, in the hotel suites of central Taipei. The world’s technology firms book them, then fly in for meetings with the Taiwanese companies that are the beating heart of the global electronics supply chain. Taiwan is, in effect, Computex writ large.

The largest Taiwanese tech companies are contract manufacturers, which make products for other firms rather than sell them directly to consumers. The combined sales of the 19 biggest last year totalled $394bn. They co-ordinate the fiendish logistics of getting hundreds of parts sourced from Asia and beyond to arrive in the right place at the right time, in order to keep their assembly plants, many located in China, humming. Largan, Pegatron, Quanta and tsmc are not household names. Their customers—Huawei, Apple, Amazon—are. But the global tech value chains atop which these illustrious firms sit would break without their Taiwanese links. Den Rest des Beitrags lesen »

Posted in Artikel | Verschlagwortet mit: , , , , , | Leave a Comment »

Once again, China’s richest region is pulling ahead of the others

Posted by hkarner - 8. Juni 2019

Date: 06-06-2019
Source: The Economist

The interior had been catching up with the southern coast. No longer

Motivational slogans do not get much blunter than the one hanging over the sewing machines in Li Zhiguo’s factory: “Work hard here to make money, don’t be disliked by your family”. He proudly holds up one of his products, a red chiffon dress with ruffled sleeves. Dozens more are wrapped up, awaiting shipment.

It is a scene that, on the surface, should please Chinese leaders. Mr Li’s factory is in Baiguan, a poor town in the central province of Hunan. The government has long wanted to spur growth deep inside the country, in part by getting low-end industries to leave the prosperous coast and move to places like Baiguan. The money, managers and machines in Mr Li’s factory are almost all transplants from the coast. “There’s advantages to being here. It’s easier to find workers,” he says. Den Rest des Beitrags lesen »

Posted in Artikel | Verschlagwortet mit: , , | Leave a Comment »

New Huawei Phones Won’t Come With Facebook, Instagram or WhatsApp

Posted by hkarner - 8. Juni 2019

Date: 07-06-2019
Source: The Wall Street Journal

Facebook is the latest company to restrict access to its products following the U.S. blacklisting of the Chinese tech giant

Facebook will no longer have its apps pre-installed on Huawei smartphones.

Facebook Inc. will no longer allow its apps to come pre-installed on mobile devices made by Huawei Technologies Co. following the U.S. blacklisting of the Chinese tech giant, dealing another blow to its booming smartphone business.

Facebook, which owns popular apps including Instagram and WhatsApp, is one of many software makers whose apps come pre-installed on Huawei phones, which outsold Apple Inc.’s iPhone globally in the first quarter of this year. Huawei is now second only to Samsung Electronics Co.

Huawei will no longer be able to pre-install those apps, according to a person familiar with the matter, though those who already own Huawei phones will continue to have access to Facebook apps and updates. It isn’t clear if Huawei phone users without the apps will be able to download the apps and updates themselves. Den Rest des Beitrags lesen »

Posted in Artikel | Verschlagwortet mit: , , , , , | Leave a Comment »

What to Do About China?

Posted by hkarner - 7. Juni 2019

Date: 06-06-2019
Source: by J. Bradford DeLong

J. Bradford DeLong is Professor of Economics at the University of California at Berkeley and a research associate at the National Bureau of Economic Research. He was Deputy Assistant US Treasury Secretary during the Clinton Administration, where he was heavily involved in budget and trade negotiations. His role in designing the bailout of Mexico during the 1994 peso crisis placed him at the forefront of Latin America’s transformation into a region of open economies, and cemented his stature as a leading voice in economic-policy debates.

By attempting to „get tough“ with China, US President Donald Trump’s administration is highlighting the extent to which America’s star has fallen this century. If the US ever wants to reclaim the standing it once had in the world, it must become the country it would have been if Al Gore had won the 2000 presidential election.

BERKELEY – In a recent issue of The New York Review of Books, the historian Adam Tooze notes that, “across the American political spectrum, if there is agreement on anything, it is on the need for a firmer line against China.” He’s right: On this singular issue, the war hawks, liberal internationalists, and blame-somebody-else crowd all tend to agree. They have concluded that because the United States needs to protect its relative position on the world stage, China’s standing must be diminished. Den Rest des Beitrags lesen »

Posted in Artikel | Verschlagwortet mit: , , , | Leave a Comment »

The End of the World As We Know It

Posted by hkarner - 5. Juni 2019

Date: 04-06-2019
Source: by Joschka Fischer

Joschka Fischer was German Foreign Minister and Vice Chancellor from 1998-2005, a term marked by Germany’s strong support for NATO’s intervention in Kosovo in 1999, followed by its opposition to the war in Iraq. Fischer entered electoral politics after participating in the anti-establishment protests of the 1960s and 1970s, and played a key role in founding Germany’s Green Party, which he led for almost two decades.

Last month, under pressure from US President Donald Trump’s administration, Google terminated its cooperation with Huawei, thereby depriving the Chinese smartphone maker of the license to use Google’s Android software and related services. The move marks both a new pinnacle in the Sino-American conflict and the end of US-led globalization.

BERLIN – After three decades of moving toward a single global market governed by the rules of the World Trade Organization, the international order has undergone a fundamental change. The United States and China are locked in a tariff war that at first seemed to be about the bilateral trade balance, but has turned out to be about much more. Until recently, one could find hope in the fact that, despite frequent exchanges of threats, the two countries were negotiating. Not anymore. Den Rest des Beitrags lesen »

Posted in Artikel | Verschlagwortet mit: , , , , , | Leave a Comment »