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  • Roubini

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    The document summarizes the impact of Japan's 2011 earthquake and tsunami on supply chains in emerging Asia. It finds that production shutdowns and weakened demand in Japan began affecting trade in Asia's countries in the weeks following the disaster. The severity and duration of disruptions to Japan's production became clearer, allowing for better anticipation of impacts on industrial production, export volumes and prices in emerging Asia through 2011. Short term challenges in sourcing key inputs from alternative suppliers may raise prices of those inputs and related goods like electronics and autos. However, over time Asian countries may be able to find new input suppliers or Japan may shift production, reducing the long term impacts on regional trade and growth.

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    The document summarizes the impact of Japan's 2011 earthquake and tsunami on supply chains in emerging Asia. It finds that production shutdowns and weakened demand in Japan began affecting trade in Asia's countries in the weeks following the disaster. The severity and duration of disruptions to Japan's production became clearer, allowing for better anticipation of impacts on industrial production, export volumes and prices in emerging Asia through 2011. Short term challenges in sourcing key inputs from alternative suppliers may raise prices of those inputs and related goods like electronics and autos. However, over time Asian countries may be able to find new input suppliers or Japan may shift production, reducing the long term impacts on regional trade and growth.

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    13 views2 pages

    Roubini

    Uploaded by

    jws_list
    The document summarizes the impact of Japan's 2011 earthquake and tsunami on supply chains in emerging Asia. It finds that production shutdowns and weakened demand in Japan began affecting trade in Asia's countries in the weeks following the disaster. The severity and duration of disruptions to Japan's production became clearer, allowing for better anticipation of impacts on industrial production, export volumes and prices in emerging Asia through 2011. Short term challenges in sourcing key inputs from alternative suppliers may raise prices of those inputs and related goods like electronics and autos. However, over time Asian countries may be able to find new input suppliers or Japan may shift production, reducing the long term impacts on regional trade and growth.

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