Quand le Vietnam tirera-t-il profit du duel sino-américain?

15/04/2019 10:40 lecourrier
Dans les medias, lorsque l’on évoque le conflit commercial sino-américain, on parle beaucoup d’une délocalisation massive d’usines de la Chine vers le Vietnam. De bons taux de croissance et de faibles coûts de production permettront au Vietnam de tirer les marrons du feu.
>>Ralentissement attendu par le FMI pour 70% de l’économie mondiale cette année
>>L’économie vietnamienne devrait croître de 6,7 à 6,9% en 2019
>>Pékin cherche une “solution constructive” aux tensions commerciales

Le site américain Bloomberg a estimé que le Vietnam pourrait être le “grand gagnant’’ du conflit commercial entre la Chine et les États-Unis, évoquant plusieurs raisons qui rendent le pays très attractif aux yeux des investisseurs étrangers. “Dans la course pour attirer les entreprises à la recherche de sites alternatifs dans la guerre commerciale américano-chinoise, le Vietnam dispose de nombreux avantages par rapport à ses concurrents’’, a-t-il écrit.

Le Vietnam est sur le point de conquérir une partie des parts de marché mondial de la Chine dans le secteur manufacturier à forte besoin de main-d’œuvre, a analysé Trinh Nguyên, économiste senior chez Natixis à Hong Kong (Chine).

La forte croissance économique et la stabilité politique constituent de grands atouts du Vietnam. Photo: Danh Lam/VNA/CVN

Le Vietnam pourra-t-il absorber l’afflux d’IDE?

Selon Bloomberg, le Vietnam profitera de ces tensions commerciales pour renforcer son statut de plaque tournante de la production (atelier du monde) et de l’exportation, vendant toutes sortes de produits, des plus basiques aux plus technologiques. Le commerce représente environ le double du PIB, soit plus que tout autre pays d’Asie, à l’exception de Singapour. Tiếp tục đọc “Quand le Vietnam tirera-t-il profit du duel sino-américain?”

Bitcoin Mining Now Consuming More Electricity Than 159 Countries Including Ireland & Most Countries In Africa

Bitcoin Mining Now Consuming More Electricity Than 159 Countries Including Ireland

The map above shows which countries consume less electricity than the amount consumed by global bitcoin miningBitcoin’s ongoing meteoric price rise has received the bulk of recent press attention with a lot of discussion around whether or not it’s a bubble waiting to burst.

However, most the coverage has missed out one of the more interesting and unintended consequences of this price increase. That is the surge in global electricity consumption used to “mine” more Bitcoins.

According to Digiconomist’s Bitcoin Energy Consumption Index, as of Monday November 20th, 2017 Bitcoin’s current estimated annual electricity consumption stands at 29.05TWh.

That’s the equivalent of 0.13% of total global electricity consumption. While that may not sound like a lot, it means Bitcoin mining is now using more electricity than 159 individual countries (as you can see from the map above). More than Ireland or Nigeria. Tiếp tục đọc “Bitcoin Mining Now Consuming More Electricity Than 159 Countries Including Ireland & Most Countries In Africa”

In China, Trump Toilets Make Pooping Great Again

In China, Trump Toilets Make Pooping Great Again


What happens when the world’s classiest brand meets Chinese toilet makers with a flexible understanding of trademark law? You get Trump toilets — high-end flushing machines with self-changing seat protectors available in both green and blue.

Tiếp tục đọc “In China, Trump Toilets Make Pooping Great Again”

Trust Empirical View – Levels of Trust across Countries

ourworldindata – Levels of Trust by Country: ‘Generally speaking, would you say that most people can be trusted or that you need to be very careful in dealing with people?’ Possible Answers ‘Most people can be trusted’ or ‘Can’t be too careful’ – Max Roser1

Trust 1

Correlates, Determinants & Consequences

Percentage of people who trust people in general vs GNP per capita – Beinhocker (2006)2

The Relationship Between Trust and Economic Performance – Beinhocker (2006)

Percentage of people expressing high level of trust in others (2008) vs. income inequality by Gini index (mid-2000s) – Max Roser3

Why Google Quit China—and Why It’s Heading Back

When American Internet companies do business abroad, they are sometimes forced to do a repressive government’s dirty work.

theatlantic – When Google shut down its Chinese search engine in 2010, it gave up access to an enormous market. There are more than twice as many people on the Internet in China as there are residents in the U.S., and the number of Chinese Internet users is growing at a rate that far surpasses that of any other country. Google has plans to return to China in the near future, but why did it turn away from the country for so long?

Censorship is why. Google effectively shut down its Chinese operations after it discovered a cyberattack from within the country that targeted it and dozens of other companies. And while investigating the attack, Google found that the Gmail accounts of a number of Chinese human-rights activists had been hacked.

Google had set up shop in China four years before the breach, offering a version of its services that conformed to the government’s oppressive censorship policies. At the time, Google officials said they’d decided that the most ethical option was to offer some services—albeit restricted by China’s censors—to the enormous Chinese market, rather than leave millions of Internet users with limited access to information.

 But the 2010 attacks prompted the company to reverse course. Instead of complying with government requests to filter its search results, Google directed all of its Chinese traffic to the uncensored Hong Kong version of its search engine, a move that left the company vulnerable to being completely shut down in China. Indeed, Google’s services became inaccessible to most Chinese users within months.
Tiếp tục đọc “Why Google Quit China—and Why It’s Heading Back”

Why trying to help poor countries might actually hurt them

Nobel-winning economist Angus Deaton argues against giving aid to poor countries

Federal Nigerian troops walk along a road to the frontier with Biafray, Oct. 13, 1968. On the roadside two emaciated Nigerian boys suffer from starvation and malnutrition. (AP Photo/Dennis Lee Royle

Washingtonpost – It sounds kind of crazy to say that foreign aid often hurts, rather than helps, poor people in poor countries. Yet that is what Angus Deaton, the newest winner of the Nobel Prize in economics, has argued.

Deaton, an economist at Princeton University who studied poverty in India and South Africa and spent decades working at the World Bank, won his prize for studying how the poor decide to save or spend money. But his ideas about foreign aid are particularly provocative. Deaton argues that, by trying to help poor people in developing countries, the rich world may actually be corrupting those nations’ governments and slowing their growth. According to Deaton, and the economists who agree with him, much of the $135 billion that the world’s most developed countries spent on official aid in 2014 may not have ended up helping the poor. Tiếp tục đọc “Why trying to help poor countries might actually hurt them”

The BRICs Hit the Wall: Emerging economies are a long way from eclipsing the West.


Summer 2015

Getty Images

City-journal – At the beginning of the new millennium, it became fashionable to proclaim the West’s economic decline and the rise of a new global leadership. In 2001, Goldman Sachs analyst Jim O’Neill captured the trend by coining the soon-to-be-famous acronym BRIC, referring to the leading economically emerging nations—Brazil, Russia, India, and China—that would constitute that new leadership. Eventually, South Africa was added to the group, making them the BRICS, but many people still think first of the original four, and refer to them as the BRICs. Tiếp tục đọc “The BRICs Hit the Wall: Emerging economies are a long way from eclipsing the West.”

Sustainable Fishing in Vietnam

WWF– Tram Chim National Park is one of the most important remaining expanses of wetlands in Vietnam. While most fishing in the park is forbidden, some locals exercise traditional rights to fish for food and a living. WWF works in Tram Chim to restore natural water flows, fisheries and wildlife.

Why 500 Startups is pouring money into Vietnam

500 startups logo

It’s a good time to be a startup founder in Vietnam. At least one venture capital firm, 500 Startups, is extremely bullish on the country. It currently backs four Vietnamese tech companies but said it would add another 20 into its portfolio within the next 12 months.

Last week, 500 Startups brought two new venture partners onto its team to help push things along in Vietnam: Binh Tran, formerly CTO and co-founder of Klout, and Eddie Thai, who’s been a long-time startup advisor in the country.
Tiếp tục đọc “Why 500 Startups is pouring money into Vietnam”