Podcasts about RCEP

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Latest podcast episodes about RCEP

Multipolarista
'We are preparing for war' with China 'threat', says US military

Multipolarista

Play Episode Listen Later Jun 3, 2025 32:49


US Secretary of Defense Pete Hegseth delivered an extremely hawkish speech in which he demonized China as a "threat" and said, "We are preparing for war". Ben Norton analyzes the top Trump admin official's aggressive remarks at the Shangri-La Dialogue 2025 summit. He explains the geopolitics of the Asia-Pacific region, and Washington's unsuccessful attempt to pressure countries to join its new cold war on Beijing. VIDEO: https://www.youtube.com/watch?v=kLOTTVI_LAA US defense secretary declared 'holy war' on China, left & Islam: https://geopoliticaleconomy.com/2025/03/07/us-defense-secretary-hegseth-overthrow-china-crusade/ Is war on China coming? The US military is seriously preparing: https://geopoliticaleconomy.com/2025/04/28/us-military-war-china-silicon-valley/ Topics 0:00 (CLIPS) US defense secretary speech 0:30 US military prepares for war 1:05 (CLIP) "We are preparing for war" 1:25 Trump admin's war threats 1:55 (CLIP) Trump "will never hesitate to" use force 2:13 (CLIP) "Deterrence" and war 2:24 Shangri-La Dialogue 2025 summit 2:41 Asia-Pacific region 3:59 (CLIP) USA is "here to stay" in "Indo-Pacific" 4:19 US empire seeks hegemony 4:50 (CLIP) Pentagon says China is a "threat" 5:11 Pete Hegseth, extremist US "crusader" 6:31 Myth of Chinese "hegemony" 7:24 (CLIP) Hegseth on China "threat" 8:01 China opposes hegemony 9:34 China doesn't want hegemony 10:33 US pressures Asia to cut ties with China 11:17 (CLIP) USA opposes "economic cooperation" 11:47 Taiwan 13:05 (CLIP) Hegseth on Taiwan 13:32 Hegseth's hawkish rhetoric 13:56 (CLIP) US "warfighters" and "warfighting" 14:31 US military budget of $1 trillion 14:40 (CLIP) Trump boosts US military spending 15:02 Military interventions 15:32 (CLIP) USA tells Asia: Join us against China 15:48 US divide-and-conquer strategy is failing 16:23 China, Japan, South Korea cooperate 16:47 Trump's tariff threats 17:25 RCEP trade deal 17:55 ASEAN-GCC-China summit 18:36 India 18:43 (CLIP) Hegseth on US-India partnership 19:00 India-China relations 20:24 Philippines volunteers to be Ukraine of Asia 21:21 US military bases and missiles in Philippines 21:51 Militarization of first island chain 22:48 Regional non-alignment 23:19 Philippines and Australia 24:40 Colonialist Monroe Doctrine 25:03 (CLIP) Hegseth threatens Panama Canal 25:31 US imperialism is bipartisan 26:03 Biden official praises Trump's China policy 27:02 Republicans vs Democrats 27:39 US empire says war is peace 28:32 (CLIP) USA doesn't seek encirclement? 28:45 US "grand encirclement plan" for China 29:34 Biden admin's China policy 30:02 (CLIP) Antony Blinken on China containment 30:15 Imperial hypocrisy 31:05 Cold War Two 31:54 Silicon Valley profits from war preparations 32:15 Outro

Thai PBS Podcast
มองจีนมุมใหม่ EP. 216: “Huaihua” เมืองหน้าต่างมณฑลหูหนานบูรณาการจีนสู่โลก ผ่านข้อตกลง RCEP

Thai PBS Podcast

Play Episode Listen Later May 16, 2025 27:56


SPYDER CHANNEL
世界経済の3割を占めるRCEPの重要性

SPYDER CHANNEL

Play Episode Listen Later Mar 27, 2025


書籍「グローバル・マーケティングの基本」の詳しい情報はこちら、https://spydergrp.com/lp_book/ 森辺一樹の新刊「ASEAN6における販売チャネル戦略」は、こちら、https://spydergrp.com/lp_book_asean6/ スパイダー・イニシアティブのホームページなら、番組内容がテキストでも読めます。詳しくはこちら https://spydergrp.com/spyderchannel/ Podcast『森辺一樹のグローバル・マーケティング 〜すべてはアジアで売るために〜』は、こちら https://spydergrp.com/podcasts/ 番組へのお問い合わせ、ご質問、ご感想はこちら https://spydergrp.com/inquiry/ 680.mp4

Kopi Time podcast with Taimur Baig
Kopi Time E146 - Trade War with Deborah Elms

Kopi Time podcast with Taimur Baig

Play Episode Listen Later Jan 28, 2025 50:08 Transcription Available


We welcome back Dr. Deborah Elms, Head of Trade Policy at Heinrich Foundation, Singapore, for a timely discussion on intensifying trade wars. We set the context by looking at the past decade of rising protectionism and the impact on the global economy. Deborah points out that despite all the frictions, global trade volume has increased. But at the same time, industry lobbying for protection has also risen, and the dream of creating numerous manufacturing jobs has remained largely unfulfilled. The irony is that protectionism, in today’s tech and automation-intensive production processes, rewards the capital owner much more than labour. We then think through the likely measures and possible retaliations under Trump 2.0. Later we move on to the state of various trade initiatives like CP-TPP and RCEP; Deborah highlights that much more needs to be done given the intensifying headwinds. We conclude with a fascinating discussion on the evolving nature of trade in goods vs services, diffused nature of ownership, and the various, specious national security arguments. Trade war is here to stay; analysts like Deborah are crucial in navigating through the resulting fog. Deborah’s latest article: hinrichfoundation.com/research/article/trade-and-geopolitics/why-a-battle-to-define-connected-cars-matters/See omnystudio.com/listener for privacy information.

SPYDER CHANNEL
RCEP 消費財 世界市場の約3割がすぐそこにある

SPYDER CHANNEL

Play Episode Listen Later Dec 16, 2024


書籍「グローバル・マーケティングの基本」の詳しい情報はこちら、https://spydergrp.com/lp_book/ 森辺一樹の新刊「ASEAN6における販売チャネル戦略」は、こちら、https://spydergrp.com/lp_book_asean6/ スパイダー・イニシアティブのホームページなら、番組内容がテキストでも読めます。詳しくはこちら https://spydergrp.com/spyderchannel/ Podcast『森辺一樹のグローバル・マーケティング 〜すべてはアジアで売るために〜』は、こちら https://spydergrp.com/podcasts/ 番組へのお問い合わせ、ご質問、ご感想はこちら https://spydergrp.com/inquiry/ 651.mp4

VOV - Việt Nam và Thế giới
Tin quốc tế - Kim ngạch thương mại Campuchia-RCEP đạt trên 31 tỷ USD

VOV - Việt Nam và Thế giới

Play Episode Listen Later Dec 8, 2024 1:50


 - Kim ngạch thương mại giữa Campuchia và các thành viên của Hiệp định Đối tác Kinh tế Toàn diện Khu vực (RCEP) tiếp tục tăng trưởng đáng kể bất chấp những khó khăn của nền kinh tế trong nước cũng như quốc tế. Thực tế, tính từ tháng 01 đến hết tháng 11 năm 2024, tổng kim ngạch thương mại giữa Campuchia và RCEP đạt hơn 31,336 tỷ đôla, tăng hơn 18% so với cùng kỳ năm 2023. Chủ đề : Campuchia, RCEP --- Support this podcast: https://podcasters.spotify.com/pod/show/vov1tintuc/support

TẠP CHÍ KINH TẾ
Nhật Bản trước thách thức địa chính trị Mỹ-Trung

TẠP CHÍ KINH TẾ

Play Episode Listen Later Oct 29, 2024 9:21


Kết quả bầu cử Quốc Hội Nhật Bản ngày 28/10/2024 gây thêm hoang mang cho các nhà đầu tư vào lúc cuộc đối đầu giữa Hoa Kỳ và Trung Quốc đã đẩy Tokyo vào thế kẹt giữa một bên là đồng minh quân sự và bên kia nền kinh tế « gắn kết » chặt chẽ nhất với Nhật Bản. Bài toán càng thêm phức tạp khi mà Tokyo phải đối mặt với nhiều thách thức về mặt xã hội để vẫn là nền kinh tế thứ 3 toàn cầu, để vẫn tiên phong về công nghệ mới. Sau 15 năm liên tục cầm quyền, đảng Dân Chủ Tự Do LDP cánh hữu với lập trường bảo thủ mất đa số ở Quốc Hội. Thủ tướng Shigeru Ishiba mới nhậm chức hôm 01/10/2024 có hai giải pháp : hoặc là thành lập một chính phủ liên minh với đa số rất sít sao và rất dễ bị bất tín nhiệm, hoặc phải từ chức. Ở góc đài bên kia, đảng Dân Chủ Lập Hiến CDP cánh trung tả về đầu với 148 dân biểu nhưng không hội đủ đa số tuyệt đối 233 ghế và cũng không dễ thành lập chính phủ liên minh thay thế nội các Ishiba.Yếu tố chính trị này bất lợi cho kinh tế Nhật Bản vào lúc nền kinh tế lớn thứ nhì tại châu Á mới vừa phục hồi. Trả lời đài RFI tiếng Việt, giáo sư Brieuc Monfort, giảng dậy tại đại học Sophia -Tokyo và hiện là khách mời của Quỹ Nghiên Cứu Pháp-Nhật, trường Cao Đẳng Khoa Học Xã Hội EHESS Paris phác họa về toàn cảnh kinh tế Nhật Bản hiện nay :Brieuc Monfort : « Nhìn chung, kinh tế Nhật Bản còn chưa vững chắc lắm nhưng đã có nhiều tiến bộ trong ba năm từ 2021 đến 2024 dưới thời thủ tướng Fumio Kishida. Đấy cũng là thời điểm sau đại dịch Covid và trung bình, GDP tăng khoảng 1,2 % một năm. Nợ công bắt đầu giảm và tỷ lệ thất nghiệp hiện ở mức 2,5 % tức là mức thấp chưa từng thấy. Bên cạnh những chỉ số khả quan đó thì như đã biết trong một thời gian dài, Nhật Bản phải đối mặt với hiện tượng giảm phát. Cố thủ tướng Shinzo Abe đã bắt đầu lật ngược tình thế, đẩy lạm phát lên được đến 1 %. Dưới chính quyền Kishida, Nhật Bản hoàn toàn thoát khỏi giảm phát và khi ông rời phủ thủ tướng, thì lạm phát ở Nhật Bản là 3 %. Tuy nhiên một phần dân chúng bị thiệt thòi vì lương của họ không tăng nhanh như vậy. Thêm vào đó là hiện tượng đồng yen bị mất giá khiến đời sống càng thêm đắt đỏ. Trong khi đó một số khó khăn trong giai đoạn Nhật Bản phải đối mặt với đại dịch Covid vẫn chưa hoàn toàn được khắc phục ». Tác động kép đè nặng lên sức mua của người dân Theo giới quan sát, đảng cầm quyền LDP đã bị cử tri trừng phạt qua lá phiếu lần này, chủ yếu do những tai tiếng tham nhũng trong bối cảnh mãi lực của người dân sụt giảm dưới tác động kép của lạm phát và nhất là hiện tượng đồng yen trượt giá so với đô la Mỹ. Brieuc Monfort : « Trong năm nay tỷ giá của đồng yen Nhật Bản trồi sụt thất thường. Đầu năm, 140 yen đổi lấy 1 đô la Mỹ nhưng đến tháng 7 vừa qua thì phải cần đến 160 yen mới mua được 1 đô la. Thế rồi chúng ta đang trở lại với tỷ giá hối đoái 140-150 yen ăn 1 đô la như hồi đầu năm. Đơn vị tiền tệ của Nhật bị mất giá do lãi suất ngân hàng của Nhật rất thấp so với tại châu Âu và Hoa Kỳ. Nhưng trong tháng 3/2024 và tháng 7/2024, Ngân Hàng Trung Ương tăng lãi suất chỉ đạo trở lại. Dù vậy, lãi suất ngân hàng ở Nhật vẫn thấp hơn so với ở các nơi khác, cho nên các nhà đầu tư Nhật Bản và nước ngoài rút vốn khỏi xứ hoa anh đào, để mua đô la và euro, ký gửi vào các ngân hàng ở Mỹ và châu Âu để kiếm lãi nhiều hơn. Một khi có lãi, họ đem euro và đôla đổi trở lại sang đồng yen và do tiền tệ của Nhật bị mất giá, các nhà đầu tư này lại càng lãi nhiều hơn nữa. Đó là hiện tượng đầu cơ carry trade - giao dịch chênh lệch lãi suất. Hiện tượng này càng làm suy yếu đồng yen ».Trên nguyên tắc một đồng yen mất giá có lợi cho các nhà sản xuất xứ hoa anh đào bởi Nhật Bản là một quốc gia xuất khẩu công nghiệp - đặc biệt là trong lĩnh vực hàng cao cấp, nhưng nguy hiểm đối với đảng cầm quyền trong thời gian gần đây, theo giới sư Monfort, là ở chỗ công luận Nhật « khó thở » vì những tai tiếng tham nhũng. Hai ẩn số lớn : Trung Quốc và Hoa Kỳ  Bất ổn chính trị từ sau cuộc bầu cử lần này càng gây thêm lo ngại cho các doanh nghiệp Nhật Bản và các nhà đầu tư nước ngoài. Nhưng đây chỉ là một thách thức mới vào lúc mà Nhật Bản bị xem là quốc gia chịu áp lực lớn nhất từ cuộc đọ sức giữa hai nền kinh tế và siêu cường thế giới là Hoa Kỳ và Trung Quốc. Cuộc tranh hùng giữa Washington và Bắc Kinh khuấy động tình hình tại châu Á Thái Bình Dương với hai điểm nhậy cảm nhất hiện tại là Biển Đông và eo biển Đài Loan. Cuối tháng 9/2024 lần đầu tiên một tàu chiến Nhật Bản đi qua eo biển Đài Loan, nơi mà theo thẩm định của hãng tin Mỹ Bloomberg « gần 50 % trong số các tàu chở hàng của thế giới phải đi qua ; 88 % giao thương đường biển cũng phải trung chuyển qua eo biển Đài Loan » vào lúc Bắc Kinh luôn xem việc thống nhất Đài Loan là một mục tiêu phải đạt được.Đài Loan cũng là nguồn cung cấp chính trên thế giới chip điện tử tân tiến nhất, một tử huyệt của ngành công nghiệp Nhật Bản. Giáo sư Brieuc Monfort nhấn mạnh, hai câu hỏi lớn đang đặt ra tại Tokyo hiện nay là kịch bản nào trong trường hợp Trung Quốc đưa quân xâm chiếm Đài Loan và Mỹ cần bao nhiêu thời gian để can thiệp.Brieuc Monfort : « Nhật Bản và Trung Quốc là hai nền kinh tế có những mối liên hệ chặt chẽ. Ngay sau khi nhậm chức thủ tướng hôm mồng 01/10 Shigeru Ishiba đã lập tức điện đàm với chủ tịch Trung Quốc Tập Cận Bình và đôi bên nhấn mạnh đến các mục tiêu tăng cường hợp tác, duy trì ổn định trong khu vực… Trung Quốc là đối tác thương mại lớn nhất của Nhật Bản ; 20 % xuất và nhập của Nhật là để hướng sang thị trường Trung Quốc. Ngoài ra Tokyo còn là bên tham gia Hiệp Định Đối Tác Kinh Tế Toàn Diện Khu Vực -RCEP, cùng với Trung Quốc, Hàn Quốc, Úc, New Zealand và khối ASEAN… Tầm ảnh hưởng của hiệp định này có thể chỉ giới hạn nhưng điều đó thể hiện quyết tâm của Nhật hội nhập vào mạng lưới thương mại mà ở đó Bắc Kinh cũng hiện diện. Trong điều kiện đó, nếu có xảy ra xung đột thì bên nào cũng sẽ phải trả giá đắt ».Như phần còn lại trên thế giới,  Tokyo cũng rất hồi hộp chờ đợi kết quả bầu cử tổng thống Hoa Kỳ ngày 05/11/2024 khi biết rằng 55.000 lính Mỹ đang đồn trú trên lãnh thổ Nhật Bản và ứng cử viên của bên đảng Cộng Hòa từng đem cả vế an ninh ra để mặc cả với các đồng minh quân sự thân thiết nhất của Washington. Đó là lý do giải thích vì sao, Tokyo không ngừng tăng ngân sách quốc phòng.  Nguy cơ bị tụt hậu, nỗi ám ảnh của Nhật Bên cạnh những mối lo ngại vừa nêu, một trong những điểm cơ bản khác nữa là Nhật Bản có nguy cơ bị mất ngôi vị hạng ba kinh tế toàn cầu vì hai lý do : viễn cảnh mất 30 triệu người lao động trong 25 năm sắp tới và bị tụt hậu trong lĩnh vực công nghệ số so với hai đại cường hiện nay là Mỹ và Trung Quốc. Vào lúc mà Trung Quốc đang vươn lên như một cường quốc công nghệ của thế kỷ 21 đủ sức để thách thức Hoa Kỳ thì liệu rằng Nhật Bản vẫn là một ngọn hải đăng trong thế giới công nghệ ? Với 40 % dân số trên 65 tuổi trong tương lai không xa, Nhật Bản liệu có thể tiếp tục dẫn dầu cuộc đua để cho ra đời những phát minh mới hay sẽ bị Mỹ và Trung Quốc đã đành, mà cả Hàn Quốc và Ấn Độ cùng qua mặt ?Brieuc Monfort : « Nhật Bản bị chậm trễ so với nhiều quốc gia khác trong lĩnh vực phát triển công nghệ kỹ thuật số. Tuy nhiên, nói như thế cũng hơi bất công, bởi vì tuy không có những công ty khởi nghiệp, không có thung lũng công nghệ Silicon như của Mỹ nhưng Tokyo có một chính sách phát huy những công nghệ mới rất riêng biệt. Hơn thế nữa, Nhật Bản đẩy mạnh một số công nghệ mũi nhọn ít được phổ biến trong đại chúng. Về hiện tượng dân số bị lão hóa, thì đúng là từ nay đến ngưỡng 2050 thị trường lao động Nhật Bản sẽ mất đi thêm khoảng 30 triệu người ; tỷ lệ trên 65 tuổi trong dân số đang từ 30 % sẽ bị đẩy lên tới gần 40 % nhưng cùng lúc các chính quyền liên tiếp đã có một sự chuẩn bị dài hơi và đã có rất nhiều tiến bộ để bù đắp lại nhược điểm này ». Vị trí nào trong cuộc chiến công nghệ và thương mại Mỹ-Trung ? Theo báo cáo gần đây nhất của Tổ Chức Sở Hữu Trí Tuệ Thế Giới WIPO, Trung Quốc và Mỹ là hai quốc gia đang dẫn đầu về phát triển trí tuệ nhân tạo, Nhật Bản đứng hạng 4, sau Hàn Quốc và chỉ hơn có Ấn Độ trong nhóm « Top Five ». Bên cạnh đó công nghệ tiên tiến của Nhật Bản lệ thuộc một phần lớn vào chip điện tử do Đài Loan sản xuất, vào kim loại hiếm mà đến nay Trung Quốc vẫn là nguồn cung cấp số 1 trên thế giới, chiếm từ 80 và có khi là đến hơn 95 % thị phần toàn cầu. Như giáo sư Monfort vừa nói 20 % xuất khẩu và nhập khẩu của Nhật Bản tùy thuộc vào một khách hàng duy nhất là Trung Quốc. Năm 2022, chỉ riêng các khoản giao dịch trên mạng internet, khách hàng Trung Quốc mua vào gần 14,5 tỷ đô la hàng made in Japan.Chiến lược bành trướng của Bắc Kinh ở Biển Đông, Hoa Đông và eo biển Đài Loan và nhất là cuộc cuộc tranh hùng giữa Hoa Kỳ và Trung Quốc trong nhiều lĩnh vực, từ quân sự, ngoại giao đến kinh tế và công nghệ là một yếu tố bất lợi cho Nhật. Những yếu tố này góp phần tăng tốc chính sách « tách rời khỏi Trung Quốc » của Tokyo : Sau tập đoàn Mitsubishi Motors đến lượt hãng xe Honda thông báo giảm nhân sự tại các nhà máy ở Hoa Lục.Năm 2020 rồi 2022 bộ Kinh Tế và Thương Mại, Công Nghiệp Nhật Bản đã có hẳn một chính sách hỗ trợ doanh nghiệp dời cơ sở khỏi Trung Quốc sang Đông Nam Á hay trở về nguyên quán. Nghịch lý ở đây là dù rất gắn kết và phụ thuộc vào lẫn nhau, quan hệ giữa Tokyo và Bắc Kinh thường xuyên căng thẳng vì những hồ sơ thương mại và công nghệ.   

apolut: Standpunkte
Global Change | Von Wolfram Elsner

apolut: Standpunkte

Play Episode Listen Later Oct 23, 2024 33:40


Ein Standpunkt von Wolfram Elsner.Wie die Welt sich vor unseren Augen verändert. BRICS, SCO, RCEP, Neue Seidenstraßen …Die bleierne Zeit der Hegemonialherrschaft ist beendetDie Feststellung ist inzwischen fast Gemeingut: Wir leben in einer Zeit, in der man „Geschichte“ tagtäglich fühlen, erleben, „greifen“ kann. Während seit dem 2. Weltkrieg lange Perioden von „bleiernen Zeiten“ vorherrschten, verändert sich die Welt zurzeit in einer selten erlebten Tiefe und Geschwindigkeit. Nach dem „bleiernen“ Ersten Kalten Krieg, nachdem die Sowjetunion aufgrund der unendlich höheren Ressourcen des westlichen Imperialsystems militärisch niederkonkurriert werden konnte, wurde sogar ein bleiernes „Ende der Geschichte“ (Fukuyama, 1992) verkündet, die totale Herrschaft des westlichen Hegemons, der einzigen Macht, die jemals einen unbeschränkten Weltherrschaftsanspruch praktizierte.Wie kindlich-naiv diese Vorstellung natürlich war! Aber von den medialen, politischen und militärischen Eliten des Westblocks wird sie bis heute ernsthaft durchzusetzen versucht! Deren intellektuelles und strategisches Niveau sank allerdings mit steigender Überheblichkeit im Zuge „grandioser Siege“ in ihren neokolonialen Kriegen (meist gegen nur leicht bewaffnete Sandalenträger) ins Bodenlose. Es wäre heute weniger erschreckend, wenn sie uns wie einst bewusst über die Welt belügen würden, als erkennen zu müssen, dass sie ihre Überlegenheitsfantasien selbst glauben! Und daher auch für nichts mehr einen Plan B oder irgendeine Verhandlungsbereitschaft glauben haben zu müssen. Ein Kind, das keinen Ausweg mehr sieht, fängt an, um sich zu schlagen.... hier weiterlesen: https://apolut.net/global-change-von-wolfram-elsner+++Ihnen gefällt unser Programm? Machen wir uns gemeinsam im Rahmen einer „digitalen finanziellen Selbstverteidigung“ unabhängig vom Bankensystem und unterstützen Sie uns bitte mit Bitcoin: https://apolut.net/unterstuetzen#bitcoinzahlungInformationen zu weiteren Unterstützungsmöglichkeiten finden Sie hier: https://apolut.net/unterstuetzen/+++Bitte empfehlen Sie uns weiter und teilen Sie gerne unsere Inhalte. Sie haben hiermit unser Einverständnis, unsere Beiträge in Ihren eigenen Kanälen auf Social-Media- und Video-Plattformen zu teilen bzw. hochzuladen und zu veröffentlichen.+++Apolut ist auch als kostenlose App für Android- und iOS-Geräte verfügbar! Über unsere Homepage kommen Sie zu den Stores von Apple und Huawei. Hier der Link: https://apolut.net/app/Die apolut-App steht auch zum Download (als sogenannte Standalone- oder APK-App) auf unserer Homepage zur Verfügung. Mit diesem Link können Sie die App auf Ihr Smartphone herunterladen: https://apolut.net/apolut_app.apk+++Abonnieren Sie jetzt den apolut-Newsletter: https://apolut.net/newsletter/+++Unterstützung für apolut kann auch als Kleidung getragen werden! Hier der Link zu unserem Fan-Shop: https://harlekinshop.com/pages/apolut+++Website und Social Media:Website: https://apolut.netOdysee: https://odysee.com/@apolut:aRumble: https://rumble.com/ApolutX/Twitter: https://x.com/apolut_netInstagram: https://www.instagram.com/apolut_net/Gettr: https://gettr.com/user/apolut_netTelegram: https://t.me/s/apolutYouTube: https://www.youtube.com/@apolut.creativesTikTok: https://www.tiktok.com/@apolut.creatives Hosted on Acast. See acast.com/privacy for more information.

SPYDER CHANNEL
世界最大の地域的包括的経済連携協定RCEP

SPYDER CHANNEL

Play Episode Listen Later Oct 14, 2024


書籍「グローバル・マーケティングの基本」の詳しい情報はこちら、https://spydergrp.com/lp_book/ 森辺一樹の新刊「ASEAN6における販売チャネル戦略」は、こちら、https://spydergrp.com/lp_book_asean6/ スパイダー・イニシアティブのホームページなら、番組内容がテキストでも読めます。詳しくはこちら https://spydergrp.com/spyderchannel/ Podcast『森辺一樹のグローバル・マーケティング 〜すべてはアジアで売るために〜』は、こちら https://spydergrp.com/podcasts/ 番組へのお問い合わせ、ご質問、ご感想はこちら https://spydergrp.com/inquiry/ 634.mp4

Finshots Daily
Should India rethink joining RCEP?

Finshots Daily

Play Episode Listen Later Sep 9, 2024 8:21


In today's episode for 9th September 2024, we dive into whether India should take another look at joining the Regional Comprehensive Economic Partnership (RCEP). If you're looking to join our Team of Insurance Advisors, we'd love to have you on board. Ready to join us? Click this link - https://bit.ly/46NXEvf

VOV - Sự kiện và Bàn luận
Tiêu điểm - Xuất khẩu nông, thủy sản lại có nguy cơ bị" tuýt còi"

VOV - Sự kiện và Bàn luận

Play Episode Listen Later Aug 7, 2024 5:06


- Một số thị trường lớn như EU, Hoa Kỳ và khối RCEP (gồm Trung Quốc, Hàn Quốc Nhật, Úc, New Zealand) liên tục có những điều chỉnh quy định, tạo hàng rào kỹ thuật để kiểm soát những lô hàng nông, thủy sản đến từ Việt Nam. Mặc dù chất lượng hàng hóa nông thủy sản của Việt Nam được đánh giá có nhiều cải thiện về quy trình sản xuất, chất lượng nguồn hàng, nhưng trong 6 tháng đầu năm nay, số lượng cảnh báo từ thị trường EU vẫn còn cao. Nhiều mặt hàng có nguy cơ bị “tuýt còi” khi xuất sang những thị trường khó tính. Chủ đề : xuất khẩu, nông sản --- Support this podcast: https://podcasters.spotify.com/pod/show/vov1sukien/support

新聞特寫
李家超指東盟之行達5項成果 三國支持香港加入RCEP

新聞特寫

Play Episode Listen Later Aug 2, 2024 5:03


Yeni Şafak Podcast
YUSUF DİNÇ - İtalya Doğu - Batı Dengesi Kurabilir Mi?

Yeni Şafak Podcast

Play Episode Listen Later Jul 30, 2024 7:22


Meloni çok aktif bir siyaset yürütmeye başladı. Merkel sonrası Avrupa'nın lider boşluğunu doldurmaya katkı verdiği gibi İtalya'nın görünümünü de değiştiriyor. Başlarda sanki bocaladı ama şimdi İtalya'nın menfaatlerini yeni bir paradigma ile yeniden yorumluyor gibi geliyor. Buna Türkçede “Taç giyen baş akıllanır,” derler. İtalya, 2019 yılında Kuşak-Yol Girişimine (İpek yolu) taraf olmuştu. O gün için girişime taraf olan ilk ve tek G7 ülkesi olarak Batı blokuna büyük bir şok yaşatmıştı. Sembolik olarak İtalya Doğu-Batı dengesinde konumlanırken Batı'nın rahatsızlığı hissedilmişti. İtalya, sembolik tarafı ön plana çıkarmayıp anlaşma ile hem yatırım çekmeyi hem de Çin'e ihracatını artırmayı hedeflediğini vurguluyordu. Ama umduğu gibi olmadı. Anlaşmanın menfaat parametrelerini Kovid-19 döneminde kaçırdığı gibi son dönemde Ukrayna ve Gazze'deki pozisyonuyla da yönünü şaşırıp (prangalanmamış olduğu varsayımıyla) işin sembolik tarafını önemsizleştirdi. Hem Çin'den doğrudan yabancı yatırımların kıtlığı hem Çin'e ihracat artışının istendiği ölçüde artmaması bakımından anlaşma İtalya'nın düşüncesinden uzak kaldığı bahanesiyle iç siyasi malzeme haline geldi. Meloni'nin seçim kampanyasında bu anlaşmadan çekilmek korumacılık anlamında önemli bir vaat olarak ortaya kondu. Sonunda Meloni vaadini tuttu. Geçtiğimiz Aralık ayında Kuşak-Yol Girişiminden (İpek Yolu) 5 yıllık mutabakat zaptını yenilemeyeceğini duyurarak çekildi. Tam BYD, Macaristan'a yatırım kararı aldıktan sonra. Fakat 8 ay içinde işler değişti. Bu sefer aynı BYD tam Türkiye'ye de yatırım kararı aldıktan ve İtalya ev sahipliğindeki G-7 toplantısı sona erdikten sonra… Trump'ı seçim zaferine yaklaştıracak gelişmeleri de göz ardı etmeden bunları sayıyorum… Meloni, yok ettiği jeoekonomik bağlamları yeniden kurmak için Çin'e 5 günlük bir ziyarete gitti. Ziyaret kapsamında İtalya ve Çin, enerji teknolojileri, elektrikli araçlar, uzay gibi başlıkları öne çıkaran 3 yıllık bir eylem planı imzalayarak ekonomik işbirliklerini geliştirmek üzere anlaşma imzaladı. ABD seçimlerini beklemeden gerçekleşen bu ziyaret dünyada jeoekonomik ilişkilerin yeniden şekillenmeye başladığını gösterdiğinden gündemin ilk başına yerleşti. Aslında Macron daha önce bu gibi bir etki yapmakta çok hevesliydi ama kotaramadı. Zaten bu anlaşmanın kaybedeninin Fransa olmadığı düşünülemez. Çok kere bu köşeden; Süveyş veya diğer bağlamlarda Fransa'nın hedefe konduğunu ve Afrika'daki rolünden vazgeçmeye ve Akdeniz'deki ticari gücünü paylaşmaya zorlandığını tartıştım. Hatta Fransa IMEC'e (Hint-Arap-Akdeniz Koridoru) son çare olarak asılmıştı da Gazze sonrası buradan da istediğini alamamıştı. Neyse Fransa'yı bir tarafa bırakıyorum. Çünkü Türkiye ile iyi ilişkiler kurması gerektiği düşüncesine ulaşamadığı müddetçe makus talihi aşağı doğru gitmeye devam edecek ki bu düşünceye ulaşması da zor. Türk Devletler Teşkilatıyla ilişki kurmanın değerini bile açık çağrıya rağmen anlayamamış durumda. ABD, dünyada ticareti baltalarken RCEP'in (Bölgesel Kapsamlı Ekonomik Ortaklık Anlaşması) küresel bir güney ortaya çıkardığını dahi gözden kaçırıyor.

Shipping Forum Podcast
6th Annual Capital Link Singapore Maritime Forum | Opportunities From Regionalization Through RCEP

Shipping Forum Podcast

Play Episode Listen Later Apr 16, 2024 6:29


OPPORTUNITIES FROM REGIONALIZATION THROUGH RCEP Mr. KC Lam, Head of Consulate and Chamber Engagement, Transport and Industrial - InvestHK The 6th Annual Capital Link Singapore Maritime Forum Tuesday, April 16, 2024 Fairmont Singapore Held in partnership with Columbia Shipmanagement and Singhai Marine Services In conjunction with the 2024 Singapore Maritime Week More information: https://forums.capitallink.com/shipping/2024singapore/

China Perspectives
China-ASEAN Trade Trends

China Perspectives

Play Episode Listen Later Apr 2, 2024 26:39


Dr. Deborah Elms, Head of Trade Policy at the Hinrich Foundation, discusses China-ASEAN trade ties focusing on key policy issues, supply chain diversification trends, and the outlook for the trade relationship amid rising geopolitical risks.(00:00) - Introduction (04:43) - China-ASEAN Trade Trends (07:02) - Impact of RCEP (09:34) - Trade Policy Outlook (13:50) - China's View of ASEAN Trade Relationship (16:26) - China's Bilateral Surplus with ASEAN (19:43) - Shifting Supply Chains and Navigating US-China Trade Tensions (24:17) - How is China Protecting its ASEAN Trade Relationship from US-China Trade Tensions?

Cultures monde
Libre-échange : la nouvelle donne 2/4 : RCEP : la Chine au centre du jeu asiatique ?

Cultures monde

Play Episode Listen Later Mar 26, 2024 58:06


durée : 00:58:06 - Cultures Monde - par : Julie Gacon, Mélanie Chalandon - Plus grande zone de libre-échange du monde, le RCEP a pour but d'améliorer l'intégration des économies de ses pays membres. Alors que leurs relations sont marquées par des contentieux latents, comment ces pays se mettent-ils d'accord dans un contexte de rivalités croissantes dans l'Indo-Pacifique ? - invités : Emmanuel Véron Géographe, spécialiste de la Chine contemporaine, chercheur associé à l'école navale et à l'INALCO, membre de l'Institut Français de Recherche sur l'Asie de l'Est (IFRAE); Françoise Nicolas Conseillère du centre Asie de l'Ifri; François Raillon Directeur du centre Asie du sud-est de l'Ecole des hautes études en sciences sociales (EHESS)

華視三國演議
大選結果對台美中關係的影響|#明居正 #矢板明夫 #汪浩|@華視三國演議|20240120

華視三國演議

Play Episode Listen Later Jan 20, 2024 53:01


降息列車要出發了!想贏「債」起跑點!就快搜尋中信美國公債20年(00795B),持有成本相對低,長期投資CP值高,美國公債配息較穩定,還享個人海外所得最低稅負制優勢。

Anticipating The Unintended
#240 Peering Into the Future

Anticipating The Unintended

Play Episode Listen Later Jan 14, 2024 23:25


Prediction Time—RSJIn a year when countries as diverse as India, the United States, the United Kingdom, Russia, Taiwan, Pakistan and Palau go for their elections, it is tempting to go for an overarching theme for the year while looking ahead. Unfortunately, like these aforementioned elections and the many others that will see about 50 per cent of the human population exercise their democratic choice, there seems to be only a messy mix of political signals emerging from them. Illiberal forces are rising in some places, and autocrats are rubber-stamping their authority in others. Democracy is blooming afresh in a few, while the trends of deglobalisation and closed borders are resonating among others. Of course, there are the wars old and new and, maybe, a few more round the corner to complicate any attempt at a broad narrative for the world. To add to the woes of anyone trying to write a piece like this, the economic macros globally look volatile and inchoate. There is increasing talk of a soft landing of the US economy while the EU and the UK stare at another lost year. Depending on who you speak to, China has either put its economic issues behind it and is ready to charge back with its investment in future technologies like AI, EVs and hi-tech manufacturing, or it is at the “Japan moment” of the late 80s. Japan, on the other hand, is itself having a brief moment of revival, and no one knows if it will have legs or if it is yet another false dawn.It is foolhardy to purvey macro forecasts in this environment. But then this newsletter won't write itself. No? So, I guess the best course then is to make more specific predictions instead of taking big swings and hoping those come true while the macros swing wildly. This will also satisfy Pranay's pet peeve about generic predictions that I mentioned in the last newsletter. So, let me get going with 10 somewhat specific predictions for next year.* President Biden will decide sometime in early February that he cannot lead the Democratic Party to power in the 2024 elections. He will opt out of the race and give possibly the most well-backed Democrat, financially and otherwise, a really short window of four months to clinch the nomination. In a way, this will be the best option for his party. If he continued to run for the 2024 elections, it would have been apparent to many in the electorate that they are risking a President who won't last the full term. If he had opted out earlier, the long-drawn primary process would have led to intense infighting among the many factions of the party, eventually leading to fratricide or a Trump-like populist to emerge perhaps. A narrow window will allow the Party to back an establishment figure and reduce the fraternal bloodletting. Who will emerge from this is anyone's guess. But whoever it might be, if (and it is a big if) they have to come up against Trump, they will lose. To me, the only way Trump doesn't become the next President is if he isn't on the ballot. And the only way that looks possible is if he loses his legal battles. Otherwise, you will see a second Trump term which will be worse than the first one. * There's way too much confidence about the Fed having piloted a ‘safe landing' for the US economy despite the many odds that were stacked against it. I think this is fundamentally misplaced. The fiscal deficit is unsustainable, and much of the soft landing is thanks to it. The GDP growth has been supported by an almost doubling of the federal fiscal deficit. This won't last. The higher rates that haven't yet led to any real string of bankruptcies or asset bubble collapses will begin to make an impact. The geopolitical risks that have only been aggravated in the last 12 months and the increasing protectionism worldwide will make it difficult to sustain growth at 2023 levels. My view is that the real landing will be in 2024, and it won't be soft.* China will get more adventurous geopolitically as it weakens economically. Look, the property market crisis is real in China and given the influence it wields on its economy, it is difficult to see any return to the ‘normal' 8 per cent growth anytime soon. The local government finances will worsen, and there is a real possibility of a few of them defaulting. There will be more fiscal support to prop up the numbers and more packages for sectors in stress. Foreign inflow will continue to be anaemic, though it won't be negative, as it turned out late last year. The Chinese customers' long-awaited consumption spree isn't coming in 2024. All in all, China will stutter while still wowing the world with its progress in tech.* BJP will come back to power, but it will fall a bit short of 300 seats. This will surprise many, considering the continued electoral success of its machinery and all the Ram Mandir ballast it plans for itself from this month onwards. There are a couple of reasons for it, largely driven by electoral arithmetic across the states where it did very well in 2019 and where a repeat showing will be difficult. Also, the sense of complacency about winning it hands down will mean a letup in the door-to-door mobilisation model that it has perfected. All of this will mean a decline in 30-40 seats across the board. The new Modi cabinet will be a surprise with new Finance and Defence ministers and a whole host of new faces as it goes for a generational change in leadership.* The somewhat surprising trend of record US deficit going hand-in-hand with the relatively strong showing of the dollar in the past two years will eventually come to a face-off. And my guess is 2024 is when the dollar will blink. As other emerging economies start to trade in currencies other than dollars - who wants to risk more exposure to the dollar? - and its economy doesn't have a soft landing like I predict, US dollar will be hit. My guess is that 2024 will be the first year of a 3-4-year dollar down cycle. In the next year, I predict the dollar to fall by 10 per cent against most world currencies. This might not hold with India because we are a bit of a unique case. But a dollar slide looks inevitable to me.* I had predicted a more aggressive anti-trust stance and significant moves against Big Tech by the FTC. It didn't pan out. So, I will repeat the prediction. Lina Khan, the FTC Commissioner, has a nine-month window to go after them, after which it isn't certain she will continue to be in her post. I predict a big scalp during this time, which will then be legally challenged. But expect a tough couple of quarters as she and her team do their best to leave a mark for the future.* The Indian economy will continue its trend of surprising on the upside, though I think global headwinds will temper the overall growth. I expect a 6.5 per cent growth with the inflation at the 4.5 per cent mark through the year. The much-awaited capex cycle will not be broad-based and will show up in select sectors led by large Indian conglomerates or global platform players. I expect FII inflow to be among the lowest in many years in 2024, and much of the equity market will be buoyed by domestic fund inflow into the market. The Nifty will remain flat or be up 5 per cent because of global weakness and the relative overvaluation seen already.* The Israel-Hamas war will end faster than people think. Maybe by April. Not because there will be some solution agreed between the parties. There's nobody to fight any more in Giza. The Hezbollah won't get involved, and the Houthi insurgency will be a mere storm in the teacup. On the other hand, the Ukraine war will continue with no real end in sight during the year. A Trump (or Republican government) in 2025 will likely stop funding the war, and that will pressure Ukraine to negotiate with Putin. But that's for 2025.* Two specific corporate predictions: One, AI will continue to impress us with its capabilities without making a dent on real business. So expect to be surprised by a best seller written by an unknown author that will later revealed to be an AI-trained algorithm. Or a music album, even. There will be many conferences and papers, but AI's wider impact will still be distant in 2025. Two, I think Novo Nordisk will be well on its way to becoming the most valued company in the world in 2024. It might become the most valued in Europe during the year itself as it will struggle to produce enough of its weight loss drugs to keep up with demand.* I forecast one of two contentious pieces of legislation will come into play after the elections are over. We will see a real move on either the Uniform Civil Code or on one-nation one-election (ONOE) at the back end of the year. These are issues close to this government; they will get these going right after the elections.That's that, then. We will see how they go during the year.India Policy Watch: The Services vs Manufacturing DebateInsights on current policy issues in India— Pranay KotasthaneBreaking the Mould: Reimagining India's Economic Future, a book by economists Raghuram Rajan and Rohit Lamba, has started a much-needed discussion on India's future growth trajectory. The authors challenge the dominant narrative that India should imitate the manufacturing-led growth strategy followed by the East Asian countries. They instead point to India's comparative advantage in low-end and high-end services, making a case for a policy reprioritisation to double down on these strengths. The book argues that replicating China's manufacturing success is neither possible nor desirable. Not possible because manufacturing supply chains are shortening due to increased protectionism and higher rates of automation, making the conditions far more difficult than what China faced. Moreover, China hasn't gone away; it remains a formidable competitor in manufacturing. Replicating that success might not even be desirable, they contend, as the value added in a product's manufacturing stage is dwarfed by the value captured in the upstream R&D stage and the downstream services (branding, marketing, content production, etc.) stage. And hence, they are against the kind of subsidies on offer for electronics and chip manufacturing assembly. The Micron chip assembly plant is a particular thorn in their eye because it will cost Indians $2 billion and produce a mere 5000 direct jobs with no R&D spillover. They argue that services and Services for manufacturing are the sweet spot for India to focus on. The money splurged on manufacturing and assembly should be ploughed back into education and health, priming India's human capital for global success.In sharp contrast, international trade economist Devashish Mitra makes the case that low-end export-led manufacturing (such as in textile, apparel, and leather) is the only way out for India. In his book review for the Economic Times, Mitra writes:“India is a labour-abundant economy. This abundance is in low-skilled labour, given that almost 80% of its working-age population does not have even a higher secondary education, with only an eighth of the working-age population having studied beyond high school. While India adds 8-10 million people to its labour force annually, roughly 2 million are college-educated or beyond. There is also a wide variation in the quality of degree programmes across India, most of which cannot impart marketable skills. Thus, high-skilled workers are scarce.Standard international trade theory tells us that an economy abundant in low-skilled labour, when open to international trade, will specialise in low-skilled labour-intensive production activities, which are the ones in which such a country has its inherent comparative advantage. Furthermore, India's technology-driven comparative advantage is also expected to be in low-end manufacturing activities, as those would be the ones in which India's productivity disadvantage relative to advanced economies would be the least, for example, textiles, apparel and footwear. Thus, high-skill specialisation for India, as envisioned by Rajan and Lamba, would have to defy standard international trade theory.”Mitra also points out that the government should prioritise solving the unemployment problem, the only way around which is low-end manufacturing because IT and IT services have historically had comparatively low levels of employment growth.Reading these two perspectives over the past few days has been rewarding. This is precisely the debate that needs the attention of our policymaking elite. At this stage, I have three initial observations.One, the services vs manufacturing is a false binary. Both views are actually quite similar in their essence because they both advocate capitalising on India's comparative advantages. That advantage lies in high-end services such as chip design and in low-end manufacturing such as textiles and footwear. There is no need to choose just one of them. Success in both areas needs the same ingredients—eliminate self-defeating policies, improve skilling, pass trade-friendly reforms, and invest in health and education.Two, I feel the criticism of low-end chip and electronics assembly misses an important consideration. If chips are the building blocks of the Information Age, it makes sense for India to begin the journey at the lower end of the chip manufacturing supply chain and climb up that ladder over two decades or so. Jobs generated per rupee of money spent is not the only criterion that should motivate economic decision-making. For example, India's nuclear energy sector is not evaluated primarily on the number of jobs it creates. Similarly, the primary goal of building the intellectual and manufacturing capability for making chips is to reduce critical vulnerabilities in the future. India can pursue the twin goals of doubling down on comparative advantages and reducing vulnerabilities simultaneously. In any case, attracting a single 65-nanometre specialised fab (which would cost around ₹10,000 crores) doesn't come at the expense of a better university education system. India can do both. Third, the book brilliantly emphasises that the services sector needs a lot more policy focus. Trade economists propose that we are heading towards a future where manufacturing supply chains will become shorter (because of protectionism and China-related fears) while services supply chains will become longer (because of better technology). This implies that services as a percentage of global trade will only rise. When that happens, nation-states will start imposing trade barriers for services, too. So, the Indian government needs to champion trade frameworks that bring down services trade costs. An analogous case is that of the Information Technology Agreement (ITA) of the WTO. Signed in the nineties, the ITA substantially brought down tariffs on information technology goods and their intermediate products. This move immensely benefited multinational companies and consumers worldwide, including in India. Similarly, it's time for India to champion a Global Services Trade Agreement that lowers barriers that Indian service providers face in participating in global trade. It also becomes clear why data localisation policies that hamper services exports will have a disproportionately negative impact on India's economic future. Finally, do read both the book and Devashish Mitra's paper linked in the HomeWork section. And yes, check out our Puliyabaazi with Rohit Lamba, which discusses some of these themes.PolicyWTF: How Pro-Business Protectionism Hurts Indian WomenThis section looks at egregious public policies. Policies that make you go: WTF, Did that really happen?— Pranay KotasthaneBy now, it's widely known that Bangladesh has eaten away at India's share in textile and apparel exports. This industry is labour-intensive and employs a significant proportion of women in the formal labour force—46% of all Indian women in the manufacturing sector are employed by apparel and textile industries taken together. Hence, it's important to diagnose the reason for India's decline. As with policy success, policy failure can also have multiple causes. Bangladeshi exports received preferential treatment in the West as part of the latter's policy to help poorer countries. This is one important reason that helped Bangladesh. However, this reason alone doesn't explain India's decline in fibre production. It turns out that the reason is our favourite villain: pro-business protectionism. I learned about this causal linkage from an excellent 2022 paper, Reigniting the Manmade Clothing Sector in India, by Abhishek Anand and Naveen Joseph Thomas.This is how I understood the story that Anand and Joseph narrate. India has been losing global market share in textiles and apparel since 2011 to Bangladesh and Vietnam. The global demand for artificial fabric-based cloth (such as polyester) is far higher than that for natural fabric-based cloth (such as cotton) for cost and durability reasons. Thus, India's underperformance is largely due to a decline in its exports in the artificial fibre segment. And why is that the case? The most important input for the polyester fabric is a chemical called Purified Terephthalic Acid (PTA). The villain enters the scene. In October 2013, the two major domestic producers of PTA (Reliance Industries Ltd. and Mitsubishi Chemical Corporation India Ltd.) petitioned the government to impose anti-dumping duties on imported PTA. The government agreed. The anti-dumping duties were supposed to remain in force for six months. But they were kept in force for over six years! To make matters worse, the government imposed additional import tariffs on PTA in 2018 as part of its atmanirbharta driveoverdrive. This rise in PTA costs had a cascading effect on the downstream fibre-making and apparel industries, making their products costly even as Bangladesh continued enjoying preferential tariff treatment in the EU. Vietnam benefited from trade agreements with Australia, Canada, the EU, and also the RCEP. The productivity of India's textile sector declined, and many potential jobs vanished in thin air, disproportionately impacting women.There's an even uglier face to this fiasco. While large sections of Indians lost out, the position of a select few protected businesses improved. Vertically integrated firms with a presence in the entire supply chain from PTA to polyester yarn, and finally, apparel, benefited immensely as their competitors had to pay higher rates for the imported PTA. Protected from the cost of imports due to their in-house PTA production capabilities, these companies cornered a bigger domestic market share. Notably, their lower productivity means that even these protected firms can't compete in the global market. This a canonical example of how pro-business policies hurt markets and people. Even though the government dropped the anti-dumping duties on PLA in 2020 and started a Production-linked Incentive (PLI) for textiles, it simultaneously increased import duties for the downstream polyester to now protect domestic yarn producers from foreign competition! Talk about learning from past mistakes. PolicyWTF indeed.In any case, do read the entire paper. It's written lucidly, without the jargon and the scary Greek alphabet.HomeWorkReading and listening recommendations on public policy matters* [Article] Martin Wolf has an excellent column in the Financial Times on liberalism and its discontents. It cites the Inglehart-Welzel Cultural Map to argue that even if there is no ‘clash of civilisations', there seems to be a ‘divergence of civilisations' on freedom-related questions. As an aside, I observed that there is no data for India in the seventh round of the World Values Survey, which covers the period 2017-21. Does any reader know why? Is it a story similar to India pulling out of the PISA rankings? * [Video] This is a good conversation on Devashish Mitra's paper Manufacturing-fed, Export-led Growth for Gainful Employment and Skill Creation. The presentation has no scary equations, and the discussion is insightful. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit publicpolicy.substack.com

華視三國演議
中國經濟病入膏肓|#陳松興 #矢板明夫 #汪浩|@華視三國演議|20231217

華視三國演議

Play Episode Listen Later Dec 17, 2023 53:16


降息列車要出發了!想贏「債」起跑點!就快搜尋中信美國公債20年(00795B),持有成本相對低,長期投資CP值高,美國公債配息較穩定,還享個人海外所得最低稅負制優勢。

華視三國演議
越南以美制中|等距外交能成功嗎?|#黃宗鼎 #矢板明夫 #汪浩|@華視三國演議|20231001

華視三國演議

Play Episode Listen Later Oct 1, 2023 50:01


多年來,越南擔心惹中國不悅,始終拒絕和美國關係升級,不過最近美國拜登總統親赴越南進行國事訪問,雙方還簽署CSP「全面戰略夥伴關係」協議,美國現在是繼中國、俄羅斯、印度和韓國之後,越南的第五個戰略夥伴了!越南為什麼現在同意將越美關係直升至最高級別?跟半導體和稀土礦產有關嗎?越南政治採一黨專政,總書記阮富仲是黨的思想家,他的作為和習近平有何異同呢?越中邊境關係後續會出現什麼樣的變化?台越關係如何更深化?! 精彩訪談內容,請鎖定@華視三國演議! 本集來賓:#黃宗鼎 #矢板明夫 主持人:#汪浩 以上言論不代表本台立場 #阮富仲 #戰略夥伴 #美越關係 #共產黨 電視播出時間

東森美洲關鍵時刻 ETTV AMERICA
ECFA中止萬人無薪假成常態? 出口連11黑RCEP效應浮現?! 《57爆新聞》

東森美洲關鍵時刻 ETTV AMERICA

Play Episode Listen Later Sep 1, 2023 11:46


- 黃世聰 鍾沛君 徐俊相 --- Send in a voice message: https://podcasters.spotify.com/pod/show/ettvamerica/message

斐姨所思
EP93 新南向是假議題?ft.中經院東協研究中心 徐遵慈

斐姨所思

Play Episode Listen Later Aug 28, 2023 46:32


政府自2016年開始大力推動「新南向政策」,包括外交、經貿、教育都有相當宏遠的規劃。然而政策推行已經7年了,質疑新南向成效的聲量卻不小!當初推動政策的目的是為了減少對中國的經貿依存度,即便有疫後供應鏈轉移的趨勢「推一把」,中國世界工廠的地位仍難以撼動?面對與東南亞國家交情深厚的中國,以及大力扶植企業深耕東南亞的日本、韓國,台灣的新南向政策到底有沒有競爭力?除了外交和經貿的發展,新南向政策也相當注重「軟實力」,在教育和觀光發展上,台灣又達成了哪些成果? 本集節目邀請研究東南亞相關議題20年的專家,中經院東協研究中心主任徐遵慈,來為我們回答這些【阿姨想知道】。 *本集錄影時間為 23/08/23 Timecode: 00:28 Open 值班小道士:吉哇哇 04:12 台灣南向政策已30年 外交政治難進步、主攻軟實力 06:51 新南向能減少對中國依存? 疫後供應鏈轉移助一臂之力 09:36 大內宣新南向投資創新高? 學者:東南亞投資平均佔⅓ 13:16 台灣沒進RCEP成邊緣人? 台商外移東南亞找出路 18:37 中日韓早深耕東南亞多年 台灣晚人家好幾步有競爭力? 19:57 東南亞將成台灣競爭對手? 馬電子業強、越扶植鋼鐵業 22:56 日韓大力扶植企業南向 韓國成越南最大外資 24:42 台商提早佈局東南亞 國際大廠供應鏈轉移順勢上車 27:31 新南向交不到新朋友? 台商在馬國未有拓展新關係 28:19 新南向大撒幣招生 畢業後人才卻留不住? 31:56 菲律賓旅客愛去高雄 東南亞旅客補得了陸客缺口? 34:41「新南向」很失敗? 提升形象、民間交流仍有進步 36:38 一人cover全國事務 推新南向卻沒增加外館人手? 38:16 台灣有機會跟誰當朋友?專家:星、越、印、泰可期待 41:34 Takeaway 追蹤《#范琪斐的美國時間》掌握全球脈動

聽天下:天下雜誌Podcast
【解讀亞洲盃S2 Ep.10】「RCEP」還是「CPTPP」?瞄準東協大未來,丁學文:這群人,該勇敢一波!

聽天下:天下雜誌Podcast

Play Episode Listen Later Aug 24, 2023 43:04


東協將在2030年成為繼歐盟、中國大陸及美國之後的全球第四大經濟體,且人口規模將增至7.2億,成為外銷與內需兼具、內外皆美的製造基地與龐大市場,而且在地緣政治的影響下,台商應用什麼態度看待變化?又能不能享受經濟貿易協定的利多?本集「解讀亞洲盃」,帶您洞悉東協寶地與未來商機。 主持人:Raymond 來賓:金庫資本管理合夥人兼總經理 丁學文 製作團隊:天下整合傳播部、天下實驗室 知識夥伴:商業發展研究院 本節目由玉山金控與天下實驗室共同響應,與您一起深入亞洲、探索商機。

KPMG 知識音浪
產地遷移東協,台商如何選對戰場?各國經商環境、互惠貿易、產業發展利基、綠色轉型等關鍵課題,專家來指引 | EP245

KPMG 知識音浪

Play Episode Listen Later Jul 17, 2023 28:45


為避免過度仰賴單一市場製造,東南亞地區成了許多全球企業遷移生產地的首選!而在RCEP效應、永續減碳浪潮下,台商如何選擇最適合的東協國家作為棲身之所? ― 經商環境這樣看!印尼、越南、印度、泰國、馬來西亞的投資前景,各有哪些吸引人之處? ― 降低關稅衝擊!在無法享有RCEP關稅利多下,台商有沒有其他解方? ― 全盤思考營運課題!除了水電基礎設施、缺工及工資調漲等,還需考量什麼稅負影響? ― 越南是最大的產地移轉接收國家!紡織成衣、製鞋、電子產業在越南的發展現況為何? ― 因應綠色轉型,歐盟CBAM扮要角!電動車、再生能源產業在東協的投資機會在哪? 本集節目重磅邀請中華經濟研究院台灣東協研究中心主任 徐遵慈,與主持人KPMG安侯建業海外業務發展中心主持會計師 吳政諺,根據《亞太地區全球採購解密》報告結果,深入剖析台商切入東協市場的機會及經商課題。 Apple Podcast|Spotify|Google Podcast|SoundOn|KKBOX|SoundCloud 同步上線!記得訂閱起來唷! 《亞太地區全球採購解密》報告 掌握專家見解

AIG Global Trade Series
The Role of ASEAN in Global Trade

AIG Global Trade Series

Play Episode Listen Later Jun 23, 2023 39:33


What are the dynamics shaping Southeast Asian trade policies? Panellists: Lili Yan Ing, Lead Advisor (Southeast Asia Region), ERIA - the Economic Research Institute for ASEAN and East Asia Cyn-Young Park, Director, Economic Research and Regional Cooperation Department, Asian Development Bank Moderator: Rem Korteweg, Senior Research Fellow, Clingendael Institute This podcast episode was recorded on 24 May 2023 The 2023 edition of the AIG Global Trade Series explores the extent and impact of regionalisation on the global trade landscape. Growing at a rapid pace, the 10 economies of Southeast Asia now collectively form the fifth largest economy globally - behind the US, China, Germany, and Japan. While intraregional trade is increasing - thanks to the new RCEP regional trade agreement that includes China, extra regional trade beyond Southeast Asia is booming. On RSEP, ASEAN took the lead in making this trade agreement happen, which entered into force on 1 st January 2022 and currently covers over 30% of global trade. The most important trading partners of ASEAN are the United States, the European Union, and China - the largest trading partner by far. However, these three trading blocks aim to increase resilience, diversify supplies and reduce their strategic dependencies, which may translate to decreasing their trade exposure to one another. Is ASEAN being caught in the middle? What is shaping ASEAN 's role in global trade, and how will outside dynamics impact it? As supply chain resilience becomes a major discussion point in Southeast Asia, how is ASEAN itself influenced by the supply shocks in the international trading system? The Global Trade Series is a collaboration between AIG and the following international organisations with leading expertise on global trade: the Aspen Institute Germany; Chatham House (UK); CEBRI - the Brazilian Center for International Relations; the Clingendael Institute (The Netherlands); Institute of International Economic Law at Georgetown University Law Center (US); ISPI - the Italian Institute for International Political Studies; the Jacques Delors Institute (France); RIETI - the Research Institute of Economy, Trade and Industry (Japan) and the St. Gallen Endowment for Prosperity through Trade (Switzerland).  The views and opinions expressed in this podcast series are those of the speakers and do not necessarily reflect the official policy or position of American International Group, Inc. or its subsidiaries or affiliates (“AIG”). Any content provided by our speakers are of their opinion and are not intended to malign any religion, ethnic group, club, organization, company, individual or anyone or anything. AIG makes no representations as to accuracy, completeness, correctness, or validity of any information provided during this podcast series and will not be liable for any errors, omissions, or delays in this information or any losses injuries, or damages arising from its use.

1號課堂
丁學文的財經世界EP135|RCEP全生效,無從加入的台灣如何走出活路?/美債危機暫緩,全球經濟趨勢怎麼看?/不見人影?少子化帶來的經濟衝擊

1號課堂

Play Episode Listen Later Jun 6, 2023 13:46


Headline News
RCEP agreement in effect for all 15 members

Headline News

Play Episode Listen Later Jun 2, 2023 4:45


The Regional Comprehensive Economic Partnership has taken effect for the Philippines, meaning the agreement is now in effect for all 15 members.

The Beijing Hour
Shenzhou-15 crew to touch down on Sunday

The Beijing Hour

Play Episode Listen Later Jun 2, 2023 61:19


Ratification in the Philippines marks the full implementation of RCEP (02:37). The U.S. Congress has passed the debt ceiling bill after the Senate's approval (14:31). And China's Shenzhou-15 astronauts are coming home (20:59).

The Pulse Pod
What Can DOTH Do for You? A Panel Discussion on AACVPR's Day on the Hill (Part Two)

The Pulse Pod

Play Episode Listen Later May 26, 2023 30:28


Welcome back! Join in where we left off last week with our panel of Day on the Hill advocates as they walk us through their experiences in Washington, D.C.Featuring:Debbie Baker, RN BSN, CCRPAnne Gavic-Ott, MPA, RCEP, MAACVPRKaren Lui, BSN, MS, MAACVPRBeau Proctor, RNLearn more about AACVPR's Day on the Hill here: https://www.aacvpr.org/Day-on-the-Hill

Podcast 森辺一樹のグローバル・マーケティング 〜すべてはアジアで売るために〜
第987回 RCEP(地域的な包括的経済連携) - 世界経済の3割をカバーする巨大経済圏

Podcast 森辺一樹のグローバル・マーケティング 〜すべてはアジアで売るために〜

Play Episode Listen Later May 20, 2023


当番組は、森辺一樹がグローバル・マーケティングを分かりやすく解説するPodcast番組です。 ビジネスパーソンを対象に、アジア新興国を中心としたグローバルビジネスに関する様々なナレッジやノウハウを番組ナビゲーターと共にお届けしております。 global_vol987.mp3

The Pulse Pod
What Can DOTH Do for You? A Panel Discussion on AACVPR's Day on the Hill (Part One)

The Pulse Pod

Play Episode Listen Later May 19, 2023 20:36


This week, Tom hosts a panel of AACVPR members who attended Day on the Hill earlier this year. They talk about how advocating for PR/CR can be a springboard for the industry as a whole, but also for your personal career. Featuring:Debbie Baker, RN BSN, CCRPAnne Gavic-Ott, MPA, RCEP, MAACVPRKaren Lui, BSN, MS, MAACVPRBeau Proctor, RNLearn more about AACVPR's Day on the Hill here: https://www.aacvpr.org/Day-on-the-Hill 

The Pulse Pod
Dean Diersing, MS, RCEP, EP, EIM3, CCRP, FAACVPR, On Leadership Philosophies

The Pulse Pod

Play Episode Listen Later May 6, 2023 35:51


Tom sits down with AACVPR Past President Dean Diersing to share about his career progression, leadership philosophies and everything in between!

華視三國演議
中國經濟又通縮?|#王國臣 #矢板明夫 #汪浩|@華視三國演議|20230423

華視三國演議

Play Episode Listen Later Apr 23, 2023 52:32


營養師輕食8週年慶! 4/22~4/30 限時好康2重送! https://tw01.co/母親節限定 1、滿4999就送【PPN6®金蜂膠】(價值649) 2、滿5999再送【新升級海藻鈣】(價值550) ----以上訊息由 SoundOn 動態廣告贊助商提供---- 今年中國的宏觀經濟狀況如何?值得展望嗎?何謂茅台模式?中國官方公布Q1的GDP超預期升至4.5%,這數字可信嗎?另外,今年GDP增長5.5%的目標真的能達到?去年中國出口快速回落,但今年3月份、中國出口同比增長又大幅增加14.8%、高於預期,出口最壞的情況真的過去了嗎?從中長期來看、中國出口面臨的挑戰又是什麼?另一方面、中國內需並沒有出現報復性反彈,中國經濟是否陷入通縮?! 精彩訪談內容,請鎖定@華視三國演議! 本集來賓:#王國臣 #矢板明夫 主持人:#汪浩 以上言論不代表本台立場 #中國經濟 #通貨緊縮 #茅台模式 #城投債 電視播出時間

風向龍鳳配
ECFA即將終止?陸委會:終止將造成雙方損失破壞關係 ft.郭正亮、賴岳謙【風向龍鳳配】20230421

風向龍鳳配

Play Episode Listen Later Apr 21, 2023 63:55


來賓:前立法委員 郭正亮、資深政治評論員 賴岳謙 今日議題: 1. ECFA即將終止?陸委會:終止將造成雙方損失破壞關係 2. 嗆美歐談烏克蘭和平 巴西總統真心話?大冒險? 3. 美債爭議難解!白宮、國會隔空互嗆 對中政策葉倫不鬆口:國安優於經濟成長

World Today
What issues top the agenda of Brazilian President Luiz Inacio Lula da Silva in Beijing and Shanghai?

World Today

Play Episode Listen Later Apr 13, 2023 53:12


①Brazilian President Luiz Inacio Lula da Silva has arrived in China for a state visit. What issues top his agenda in Shanghai and Beijing? (00:47) ②China has released a position paper to reiterate support for the peaceful reconstruction and development of Afghanistan. What are the details? (14:20) ③German Foreign Minister Annalena Baerbock is on a visit to China. What's at stake for China-Germany relations? (25:30) ④RCEP nears full implementation after the Philippines deposited its instrument of ratification. What new opportunities will the bloc bring to the world economy?(34:40) ⑤Saudi Arabia and Syria's foreign ministers have welcomed the thaw in bilateral ties. How significant is this?(44:30)

The Beijing Hour
Hainan new attraction with Free Trade Port, RCEP

The Beijing Hour

Play Episode Listen Later Apr 11, 2023 59:45


Global business leaders are gathered in Hainan for the China International Consumer Products Expo. (01:01) A military drill between the U.S. and the Philippines has been met with protests. (13:32) And China's March CPI is up 0.7 percent yearly. (38:40)

The Beijing Hour
Deadly fire strikes Mexico migrant center near U.S. border

The Beijing Hour

Play Episode Listen Later Mar 29, 2023 59:45


Authorities in Mexico say the fire at a migrant detention facility near the U.S. border killed dozens of people (01:01). Data shows how trade ties have deepened between China and Malaysia under the RCEP trade deal (07:03). U.S. lawmakers are blaming regulators for the failures of three U.S. banks earlier this month (17:43).

一桶金
神州理財小百科:香港於RCEP日後角色

一桶金

Play Episode Listen Later Mar 24, 2023 10:06


一桶金
黃德几論港股於2萬點反覆/謝明光談特專科技公司上市機制、香港金融市場發展/神州理財小百科:香港於RCEP日後角色

一桶金

Play Episode Listen Later Mar 24, 2023 33:11


The Beijing Hour
Search and rescue continues at collapsed coal mine

The Beijing Hour

Play Episode Listen Later Feb 23, 2023 59:45


The search and rescue efforts resume at a collapsed coal mine in northern China after a halt caused by a landslide at the rescue site.(01:03) Ukraine is looking to extend the expiring Black Sea Grain Initiative by another year.(14:31) And China issues more certificates of origin under the RCEP trade deal.(37:33)

BJSM
Exercise Physiology with Polly de Mille. EP #523

BJSM

Play Episode Listen Later Jan 27, 2023 21:45


On this episode of the AMSSM Sports Medcast (T: @TheAMSSM) host Dr. Jacob Wessels, MD is joined by Polly de Mille, RN, MA, RCEP, CSCS, USAT, to discuss the topic of Exercise Physiology and how it can help figure out the missing links in training programs. Polly de Mille is an exercise physiologist and the Director of Performance Services at Hospital for Special Surgery in New York. She will provide the American College of Sports Medicine (T: @ACSMNews) Exchange Lecture titled, “Inside the Running Lab:How to Evaluate Optimal Run Mechanics and Physiology” during the 2023 AMSSM Annual Meeting in Phoenix, AZ. In this 20-minute conversation, she addresses the following topics: · Sharing more information about her work as a certified exercise physiologist at HSS · How she and her team can help identify the causes of injuries and help athletes stay healthy in order to reach their goals · How her background as a critical care nurse and an avid marathoner led her into the field of exercise physiology · The ways she and her colleagues can help improve runner's outcomes and how many different disciplines come together to play important roles to make that happen · The different types of tests used by exercise physiologists and how they use that information to improve performance · The possibilities of using nutrition to enhance physiologic training sessions HSS Sports Rehabilitation and Performance Center: https://www.hss.edu/sports-rehabilitation-and-performance-center.asp

AMSSM Sports Medcasts
Exercise Physiology with Polly de Mille

AMSSM Sports Medcasts

Play Episode Listen Later Jan 27, 2023 21:45


On this episode of the AMSSM Sports Medcast, host Dr. Jacob Wessels, MD, is joined by Polly de Mille, RN, MA, RCEP, CSCS, USAT, to discuss the topic of Exercise Physiology and how it can help figure out the missing links in training programs. Polly de Mille is an exercise physiologist and the Director of Performance Services at Hospital for Special Surgery in New York. She will provide the American College of Sports Medicine Exchange Lecture titled, “Inside the Running Lab: How to Evaluate Optimal Run Mechanics and Physiology” during the 2023 AMSSM Annual Meeting in Phoenix, AZ. In this 20-minute conversation, she addresses the following topics: Sharing more information about her work as a certified exercise physiologist at HSS How she and her team can help identify the causes of injuries and help athletes stay healthy in order to reach their goals How her background as a critical care nurse and an avid marathoner led her into the field of exercise physiology The ways she and her colleagues can help improve runner's outcomes and how many different disciplines come together to play important roles to make that happen The different types of tests used by exercise physiologists and how they use that information to improve performance The possibilities of using nutrition to enhance physiologic training sessions HSS Sports Rehabilitation and Performance Center: https://www.hss.edu/sports-rehabilitation-and-performance-center.asp

The Beijing Hour
New Year holiday sees travel boom

The Beijing Hour

Play Episode Listen Later Jan 2, 2023 59:45


More Chinese people are traveling during the New Year holiday as COVID restrictions fall (0:54). RCEP will further boost connectivity after it took effect in Indonesia (11:39). And Luiz Inacio Lula da Silva begins his third term as Brazilian president (18:50).

World Today
One year on, what has RCEP brought to the world?

World Today

Play Episode Listen Later Jan 2, 2023 52:55


① Trade between China, other RCEP members up 7.9% in first 11 months. One year on, what has RCEP brought to the region and the world? (00:47) ② China approves more COVID-19 antiviral pills for emergency use. What treatment options do patients now have, and how do these COVID medications work? (13:13) ③ CGTN polls: nearly 80% of global respondents expect China to make a greater contribution to the world economy in the new year. (25:04) ④ China import export tariffs in 2023 will include new waivers and increases for certain commodities. (35:07) ⑤ Lula takes office for his third term as Brazil's president. What to expect? (44:17)

Homeopathy for Mommies
Introduction to Natural Family Planning – Interview with Jill Uphus

Homeopathy for Mommies

Play Episode Listen Later Nov 23, 2022 24:57


This week on Homeopathy for Mommies, Sue interview Jill Uphus MS, RCEP who teaches couples about Natural Family Planning. If you haven’t heard of it, natural family planning is scientific, natural and moral methods of family planning that can help married couples either achieve or postpone pregnancies. If you have been looking for a way […] The post Introduction to Natural Family Planning – Interview with Jill Uphus appeared first on Ultimate Homeschool Podcast Network.

The Pulse Pod
Looking into the Cardiopulmonary Rehab Crystal Ball (Part 2) with Karen R. Lui, RN, MS, MAACVPR, Karen Edwards, MS, RCEP, RRT, FAACVPR and Todd Brown, MD, MSPH, FACC, FAHA, FAACVPR

The Pulse Pod

Play Episode Listen Later Jun 30, 2022 38:50


Pick back up on this discussion with our AACVPR soothsayers for a can't-miss finale to the first season of The Pulse Pod.

The Pulse Pod
Looking into the Cardiopulmonary Rehab Crystal Ball (Part 1) with Karen R. Lui, RN, MS, MAACVPR, Karen Edwards, MS, RCEP, RRT, FAACVPR and Todd Brown, MD, MSPH, FACC, FAHA, FAACVPR

The Pulse Pod

Play Episode Listen Later Jun 28, 2022 23:23


What's next for the future of cardiopulmonary rehab and how can you drive your program to success for years to come? Some of AACVPR's wisest clairvoyants sit down to make predictions and share best practices and advice.

Dollar & Sense
US economic diplomacy in Asia

Dollar & Sense

Play Episode Listen Later May 31, 2022 28:42


President Biden recently completed his first trip to Asia, during which he launched Indo-Pacific Economic Framework for Prosperity with a dozen partners in the region. On this episode, David Dollar speaks with retired U.S. diplomat Susan Thornton about the pillars of the new framework, its relationship to existing trade relationships like CPTPP, RCEP, and ASEAN, and what incentives nations in the region have for cooperation with the U.S. and China. Thornton, a senior fellow in the Paul Tsai China Center at Yale Law School and a nonresident senior fellow John L. Thornton China Center at Brookings, also addresses U.S. economic diplomacy with Europe and how Russia's war on Ukraine may affect America's relationship with China and Asia more broadly. Show notes and transcript: https://brook.gs/3Go06eF  Dollar & Sense is part of the Brookings Podcast Network. Send feedback to podcasts@brookings.edu, and follow us on Twitter at @policypodcasts.

이진우의 손에 잡히는 경제
2/3(목) RCEP 정식 발효, 뭐가 달라지나 / 1회용 컵 보증금제도 시행 외

이진우의 손에 잡히는 경제

Play Episode Listen Later Feb 2, 2022


- RCEP 정식 발효, 뭐가 달라지나 - 1회용 컵 보증금제도 시행 요모조모 - 2026년부터 민간 곰 사육 금지 출연: 박세훈 작가, 김현우 소장, 김치형 경제뉴스 큐레이터

이진우의 손에 잡히는 경제
2/3(목) RCEP 정식 발효, 뭐가 달라지나 / 1회용 컵 보증금제도 시행 외

이진우의 손에 잡히는 경제

Play Episode Listen Later Feb 2, 2022


- RCEP 정식 발효, 뭐가 달라지나 - 1회용 컵 보증금제도 시행 요모조모 - 2026년부터 민간 곰 사육 금지 출연: 박세훈 작가, 김현우 소장, 김치형 경제뉴스 큐레이터