行业研究报告

UBS Economics-APAC Economic Perspectives _Asia by the Numbers (June 2024)_...-108890610

2024-07宏观经济49 页

Global Research and Evidence Lab China's CFOs expect more tariffs, underpinning the China+1 shift The latest UBS Evidence Lab's 13th China CFO survey revealed that an overwhelming

报告摘要

Global Research and Evidence Lab China's CFOs expect more tariffs, underpinning the China+1 shift The latest UBS Evidence Lab's 13th China CFO survey revealed that an overwhelming

核心要点

  1. 28 June 2024

报告信息

文件全名
《UBS Economics-APAC Economic Perspectives _Asia by the Numbers (June 2024)_...-108890610.pdf》
适合读者
投资人行业研究员
核心数据
  1. majority (85%) of China's CFOs expect higher US tariffs in 2025, but few (11%) expect
  2. tariffs of 60% or more. Intentions to relocate production overseas were the highest on
  3. record, with almost 80% of manufacturers with significant export exposure planning to
  4. are to explore alternative markets (44%) or shift the supply chain overseas (43%). Per
  5. momentum to stabilise at 4-5% in H2, leading to full-year GDP growth of 4.9%.
核心议题
GDP

常见问题

《UBS Economics-APAC Economic Perspectives _Asia by the Numbers (June 2024)_...-108890610》主要包含哪些内容?

Global Research and Evidence Lab China's CFOs expect more tariffs, underpinning the China+1 shift The latest UBS Evidence Lab's 13th China CFO survey revealed that an overwhelming核心数据:majority (85%) of China's CFOs expect higher US tariffs in 2025, but few (11%) expect;tariffs of 60% or more. Intentions to relocate production overseas were the highest on;record, with almost 80% of manufacturers with significant export exposure planning to。

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覆盖 2024 年,全文共 49 页。

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适合投资人、行业研究员等读者参考。

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重点分析了GDP等议题。

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