국제정세/지정학&지경학

탈세계화: 효율•비용에서 예측가능성•신뢰성으로의 전화

방산맨 2022. 9. 5. 15:53

https://www.ft.com/content/7c56079f-9290-43f9-99d9-4bc5f5752133

Need for stability is behind Japanese investment spree, says US ambassador

Rahm Emanuel says supply chain upheaval and concern about China are pushing companies to America

www.ft.com

https://www.ft.com/content/1afaa628-41cb-4620-84c9-48b4b6b5b956

Davos and the new era of deglobalisation

Technological progress suggests the turn from globalisation can bring benefits as well as challenges

www.ft.com

https://www.ft.com/content/279d0bf0-a58f-40c5-951f-84ecd54fe3f0

Deglobalisation: will backlash against Russia lead to downturn in open trade?

Geopolitical pressures are threatening fragmentation of liberalised trading systems

www.ft.com

https://www.ft.com/content/b03290db-69a5-40bc-9164-b6b3c46c04ca

The enemies of globalisation are circling

Rising nationalism and concerns about inequality and the environment threaten international trade

www.ft.com

https://www.wsj.com/articles/how-sanctions-on-russia-war-in-ukraine-and-covid-in-china-are-transforming-global-supply-chains-11648267248?st=0j8dz5prdiysyno&reflink=share_mobilewebshare

How Sanctions on Russia, War in Ukraine and Covid in China Are Transforming Global Supply Chains

Globe-spanning supply chains are designed to be cost-effective, but not necessarily resilient. Companies are transforming them into supply ‘webs’—and governments are subsidizing the shift.

www.wsj.com

https://www.wsj.com/articles/globalization-inflation-tariffs-buy-american-11638635122?st=s3qnfmabygs71af&reflink=share_mobilewebshare

Retreat From Globalization Adds to Inflation Risks

Higher inflation has been blamed on supply-chain bottlenecks, labor shortages and the effects of fiscal stimulus, but there is another factor at work—a shift away from globalization.

www.wsj.com

https://www.wsj.com/articles/volkswagen-prepares-for-a-deglobalized-world-11648373580?st=og3xdrlyzarg9a5&reflink=share_mobilewebshare

Volkswagen Prepares for a Deglobalized World

The car maker’s new resilience strategy includes shorter supply chains, less focus on China and more investment in the U.S.

www.wsj.com

https://www.wsj.com/articles/economic-blacklist-of-russia-marks-new-blow-for-globalization-11646940040?st=m6nfkfxk49n9i65&reflink=share_mobilewebshare

Economic Blacklist of Russia Marks New Blow for Globalization

Postwar vision of harmonious world trade was already under pressure; invasion of Ukraine risks further economic fragmentation.

www.wsj.com

https://www.economist.com/leaders/2022/06/16/the-tricky-restructuring-of-global-supply-chains

The tricky restructuring of global supply chains

Why too much resilience is dangerous

www.economist.com

https://www.economist.com/briefing/2022/06/16/the-structure-of-the-worlds-supply-chains-is-changing

The structure of the world’s supply chains is changing

The pandemic and war in Ukraine have speeded up the transformation

www.economist.com

https://www.economist.com/leaders/2020/06/18/the-new-world-disorder

The new world disorder

If America pulls back from global institutions, other powers must step forward

www.economist.com

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