OCBC, UOB to Benefit From US-driven Supply Chain Relocation to ASEAN
OCBC, UOB to Benefit From US-driven Supply Chain Relocation to ASEAN
Multinationals are likely to hasten their ASEAN expansion.
跨国公司很可能会加快在东盟的扩张。
Singapore-headquartered banks OCBC and UOB are both expected to benefit from an ongoing supply chain reorientation– provided that Donald Trump wins the US elections.
总部位于新加坡的银行华侨银行和大华银行都有望从正在进行的供应链重组中受益，但前提是唐纳德•特朗普赢得美国总统选举。
UOB Kay Hian analyst Jonathan Koh expects the possible Trump administration to take an aggressive stance during trade negotiations with China– including imposing tariffs of 60% to 100% on imports.
大华继显控股的分析师Jonathan Koh预计，特朗普政府可能会在与中国的贸易谈判中采取激进立场，包括对进口商品征收60%至100%的关税。
"Many multinational companies have adopted the China+1 strategy but must accelerate the expansion of their alternative production facilities within ASEAN, such as Malaysia, Thailand, Indonesia and Vietnam," Koh said in a report on sector update report on Singapore banks published on 8 August 2024.
Koh在2024年8月8日发表的新加坡银行板块升级报告上写道："许多跨国公司已经采取了中国+1的策略，但必须加速其在东盟（如马来西亚、泰国、印度尼西亚和越南）设立替代生产基地的扩张。"
OCBC and UOB are "prime beneficiaries" of this supply chain reorientation due to their extensive network within ASEAN countries, Koh said.
因为在东盟国家拥有广泛的业务网络，所以华侨银行和大华银行是这种供应链重新定位的"主要受益者"，Koh说。