Juan L. Aparicio Ojea’s Post

The Third Plenum, a pivotal meeting to determine China’s strategic direction for the next five years, reinforces China’s current trajectory with mixed implications for business. A firm commitment to "Chinese-style modernization," cements a shift from prioritizing rapid economic growth to achieving Xi Jinping’s broader goals. 👉 B2C companies should adopt conservative demand projections for the coming years. The government shows little intention of spurring domestic demand or addressing the real estate crisis in ways that would boost confidence. 👉 B2B companies should expect continuity in the current business environment.  Continued investment in production without regard to profitability considerations will maintain downward pressure on factory pricing, while lagging domestic demand will continue driving companies in China to seek export markets.  👉 B2G companies are likely to see substantive changes in funding flows due to a series of reforms that should ease pressure on local governments’ financing. Executives should remain cautious, however, about making any major adjustments until more specific policies are announced. Find out more about China’s outlook and key implications for business 👇 And then sign up to The Lens for weekly insights into high-impact trends and developments for business professionals: https://lnkd.in/eTTqntKt #China #ThirdPlenum #marketprioritization #investmentstrategies #planning2025

China opens its doors to foreign firms in manufacturing. 🏭💼 Expert says this will boost global investor's confidence and encourage more investment in China's manufacturing sector. 👇 More below. This move aims to attract global companies, especially in high-tech and advanced manufacturing, enhancing China's role in global supply chains. By fostering competition between domestic and international firms, China seeks to drive innovation and modernize its industrial base. This policy shift underscores China's commitment to sustaining long-term growth and maintaining its position as a global manufacturing leader. What are your thoughts? 🤓👇 #China #manufacturing #investment #supplychain #innovation #economy #trade _____ 🛎 Follow my hashtag #Danirnautalks on LinkedIn for daily China Supply Chain, Transportation and Logistics insights 👇 Share your thoughts and let's chat in the comments below

The geopolitical and economic landscape shaping the involvement of manufacturers of industrial goods in China has drastically changed in recent years. My colleagues Wolfgang Krenz and Junyi Zhang share their insights and finding from interviews with Chinese and European executives in this insightful article https://owy.mn/43aW053 #China #Manufacturing #IndustrialGoods

💹 China's high-tech manufacturing growth is on the rise, but traditional sectors are slowing down. 💴 As markets shift to India and Southeast Asia amid political tensions, what are some of the trends in investments and capital that we are seeing on the global scene? 👉 Find out more here: https://lnkd.in/dRurwY_e 👉 Subscribe to our daily newsletter: https://lnkd.in/e2CXdTaK  #China #Tech #Investment #Geopolitics 

🌏China's Key Role in the Future of Global Supply Chains🚢 Recent insights reveal China's enduring significance in the global supply chain, driven by its strategic initiatives and global partnerships. Here's why China remains pivotal: Commitment to Openness and Collaboration: China's strong stance against protectionism and its dedication to enhancing global supply chain partnerships are clear. Premier Li Qiang's remarks at the China International Supply Chain Expo underscore China's intent to expand its role in the global supply chain ecosystem, navigating through geopolitical tensions with a focus on collaboration. Adaptation and Strategy: The "China+N" strategy illustrates a sophisticated approach to diversification, maintaining operations within China while extending into other countries to mitigate risks. This strategic balance highlights China's ongoing importance, leveraging its robust infrastructure and manufacturing capabilities in conjunction with other markets. Investment and Innovation: Despite shifts in investment patterns, China continues to be an attractive hub for supply chain investment. The engagement of major US firms and dialogues on enhancing US-China relations point to China's sustained role as a key manufacturing center. Innovations within China's supply chain sector further solidify its standing as a central player. Resilience and Global Integration: China's deep integration into the global economy, bolstered by its comprehensive supplier ecosystem, skilled labor, and substantial domestic market, underscores its strategic value. As companies reassess their supply chain strategies, the indispensability of China's market and manufacturing prowess remains evident. China's proactive efforts towards openness, combined with its strategic significance and adaptability, ensure its continued role as a cornerstone in shaping the future of global supply chains. #globalsupplychain #china #innovation #collaboration #supplychainresilience Sources: McKinsey & Company Reuters

China’s pivotal role in driving global growth has been called into question over the past few years, amid a downshift in its economic activity. Here’s how a China slowdown may affect U.S.-listed companies that are based, operate or sell into its market.

China’s pivotal role in driving global growth has been called into question over the past few years, amid a downshift in its economic activity. Here’s how a China slowdown may affect U.S.-listed companies that are based, operate or sell into its market.

China’s pivotal role in driving global growth has been called into question over the past few years, amid a downshift in its economic activity. Here’s how a China slowdown may affect U.S.-listed companies that are based, operate or sell into its market.

As external demand saves the day for China's manufacturing sector, how is this recovery different? A remarkable pop in export orders in China drove up March PMIs, but also gave rise to uncomfortable questions about what this means for competitiveness and geopolitics. So far, DM inventory restocking and the electronics cycle are benefitting Asia's export-oriented economies, albeit unevenly. As industrial policy revs up, the region's longstanding openness to trade will be tested. Thanks for having me on the show, CNBC, to discuss China's industrial pivot. #Chinaeconomics #USChinatrade