Presentation to Client XYZ - JP Morgan Asset Management
Presentation to Client XYZ - JP Morgan Asset Management
Presentation to Client XYZ - JP Morgan Asset Management
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J.P. <strong>Morgan</strong> <strong>Asset</strong> <strong>Management</strong> Standard Template 2009.pptDec-80Dec-84Dec-88Dec-92Dec-96Dec-00Dec-04Dec-08Links with China• FDI’s from China <strong>to</strong> ASEAN has increased in recent years•As labor costs continue <strong>to</strong> increase in China, we are seeing manufacturing outsourcing moving back <strong>to</strong> ASEAN600050004000300020001000USD mn25%20%15%10%5%HK and China share of <strong>to</strong>tal exportsMalaysiaSingaporeASEAN-5PhilippinesThailandIndonesia02000 2100 2002 2003 2004 2005 2006 2007 2008 20090%FDI from ASEAN <strong>to</strong> ChinaFDI from China <strong>to</strong> ASEANSource: World Bank Estimates, UBS, CEIC, Haver
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