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As Western policymakers and boardrooms contemplate over a China-free supply chain, India, a member of the QUAD, is presented with a historical opportunity to host the relocated supply chains and become a global technology hub, notes Research Fellow Alex Capri during a panel disucssion.
"The restructuring of the supply chain is the mid-to-long game, where there's a lot of opportunity to be had, and certainly for Taiwanese companies to get involved in that," said Research Fellow Alex Capri during the two-day conference. "And that is driving the supply chain towards 'regionalization'."
We are confronting a perfect storm of war, disease, inflation, hunger, and climate change. How are all these shocks correlated? What are some further risks? Eminent thinkers from across the globe, including Research Fellow Alex Capri, weigh in on these challenges and discuss possible solutions.
A perfect storm of war, climate change, and disease is fueling inflation. On top of that, companies worry of geopolitical risk, a Taiwan contingency, and what that may do to supply chains that are already stressed. A group of eminent thinkers, including Research Fellow Alex Capri, weigh in on these issues.
"We need to turn the page on the old playbook,” says US Trade Representative Katherine Tai on America's conventional trade policy. Quoting Senior Research Fellow Stephen Olson's commentary, this article looks at why the Biden administration's new approach to trade may correspond more closely to realities.
Australia's dearth of semiconductor manufacturing creates a strategic vulnerability. The country should build up production capability in areas matched to its research strengths, according to an Australian Strategic Policy Institute (ASPI) report co-authored by Research Fellow Alex Capri.
India is now urging law enforcement agencies to employ a coordinated effort in investigating the finances of Chinese companies. According to Research Fellow Alex Capri, this amplified crackdown is part of New Delhi's strategy to decouple from China, as India seeks to attract more foreign investment.
Exporters in India have seen a big improvement in orders from the US and Europe. While not comparable to China’s annual $3.36 trillion of exports, analysts view it as good progress. "Taiwan, the EU, the US, Japan — all are willing to give India a second look,” said Research Fellow Alex Capri.
A special task force has been set up to negotiate China’s membership application for the Digital Economy Partnership Agreement. But Beijing must clarify data laws if it wants to negotiate carve-outs that allow it to maintain digital sovereignty, Research Fellow Alex Capri and other experts commented.
As 'resilience' has become as a critical keyword for global supply chain manufacturers, DIGITIMES Asia talked with Harvard Business School professor Willy Shih on the risks and opportunities for companies. This interview quoted a Hinrich Foundation article on friend-shoring and China authored by Shih.
New forms of economic integration will take place in response to the need or desirability of doing business with partners that maintain similar values and standards. Citing Senior Research Fellow Stephen Olson's analysis extensively, this article explains why we should forget about free trade agreements.
When asked to comment on whether China's military drills happening around Taiwan would lead to supply chain disruptions for Singapore, Research Fellow Alex Capri noted that while Singapore's technology sector may be temporarily impacted, an escalation in tensions could turn into a much larger problem.