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汇丰银行_亚洲地区_宏观策略_重塑亚洲供应链_2018.10_55页

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文本描述
EQUITY STRATEGYASIA
October 2018Why read this report
US customs officials have started levying tariffs on imports
from China. This has raised questions about whether
Asian companies will retool their supply chains.
But any changes will take time – manufacturing often
consists of complex networks of production hubs. These
hubs create significant advantages that cannot be easily
dismissed.
Related investment themes include an acceleration in
factory automation, countries that stand to benefit, and
companies with pricing power
THIS CONTENT MAY NOT BE DISTRIBUTED TO THE PEOPLE'S REPUBLIC OF CHINA (THE
PRC) (EXCLUDING SPECIAL ADMINISTRATIVE REGIONS OF HONG KONG AND MACAO)EQUITY STRATEGY ● ASIA
October 2018
Hubs, clusters, and the complex
links in the chain 4
History lessons 8
Geography matters 11
Building networks: apparel
(case study) 16
Import to export 18
Flying geese 21
Asia’s production hubs 25
Knock-on effects 30
Equity links 32
Appendix: The export
sophistication index 41
Disclosure appendix 49
Disclaimer 52
Contents。