Two of the hottest words in Japan are "China risk" and "shed Sinicization" as Japanese firms shift their manufacturing base from China to Southeast Asia. Japanese firms are looking to Malaysia for rare earths and Myanmar as a potential market. Some firms are also moving production of value-added products back to Japan.
The impact for China should be limited unless the Japanese help start a trend. This wouldn't be the doing of the Japanese, rather economic weakness and other factors would make investors wary about China. Having seen the Japanese rapidly pull out and open new operations in neighboring countries, other foreign investors would have less of a psychological hurdle once they started thinking about such a move.
日本企业加紧“脱中国化” 制造基地向东南亚转移
Spooked by China, Japanese companies looking to Cambodia
The Market Will Soon Hit An Air Pocket And Drop 20% In A Matter Of Months
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Yesterday, in a presentation to investors, Dubravko Lokas-Bujas, JP
Morgan’s Chief Global Equity Strategist, called for an “out of the blue”
stock market c...
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