cover of episode Economy Watch: Japan, China, and India

Economy Watch: Japan, China, and India

2025/2/11
logo of podcast Asia In-Depth

Asia In-Depth

AI Deep Dive Transcript
People
A
Alicia García Herrero
G
Garima Mohan
Y
Yumiko Murakami
Topics
Yumiko Murakami: 面对地缘政治紧张,特别是中美关系,日本企业已非首次经历此类挑战,并已在一定程度上预见到高关税和贸易摩擦的可能性。因此,许多公司已开始积极调整其供应链,例如构建不依赖中国的替代方案,并重新评估设施选址,以增强对地缘政治风险的抵抗力。尽管如此,中国作为重要的商业伙伴,其市场和关键供应商的地位对日本产业至关重要,因此,彻底摆脱对中国的依赖并不现实。多数日本企业采取的是对冲策略,即在准备应对风险的同时,继续与中国保持合作。我认为这种策略在其他西方国家也很常见,毕竟在可预见的未来,与中国这个最大的贸易伙伴共存是不可避免的。在特定战略领域,如稀有金属和半导体,日本正采取更积极的措施,通过投资美国企业等方式,构建多元化的供应链,以确保关键产品的稳定供应。但总体而言,日本企业在对华政策上将保持务实和灵活,不会轻易采取激进的转变。

Deep Dive

Shownotes Transcript

Late last year, at our annual STATE OF ASIA conference, we hosted a conversation on the economic developments in Japan, China, and India.

After decades of stagnation, Japan’s economy is showing optimism from structural shifts like labor market reforms and wage increases that are finally starting to pay off.

In China, growth has peaked and the government is yet to succeed in convincing its population it’s okay to spend money.

All the while, India is now the fastest-growing developing economy and scrambling to shed its protectionist past in order to create a lot more much-needed jobs.

This, and much more, was discussed in three 12-minute conversations by:

  • Garima Mohan, Senior Fellow in the Indo-Pacific program at the German Marshall Fund of the United States
  • Alicia García Herrero, Chief Economist Asia Pacific at Natixis
  • Yumiko Murakami, General Partner at MPower Partners Fund, L.P.

More information on the conference, the speakers, plus videos and summaries, are available on our website).

This episode is from Asia Society Switzerland's STATE OF ASIA podcast, bringing you exclusive, engaging conversations with leading minds on issues that shape Asia and affect us all. More info and other episodes: https://asiasociety.org/switzerland/podcast-state-asia).