Ha ke sa khona ho e tšoara!Linaha tse ngata tsa Asia Boroa-bochabela li qobelloa ho bua leshano!Tlosa blockade, sireletsa moruo, le "ho inehela" ho seoa sena ...
Ho tloha ka Phuptjane selemong sena, khatello ea Delta e kenelletse moleng oa thibelo ea seoa ea linaha tsa Asia Boroa-bochabela, mme linyeoe tse sa tsoa netefatsoa Indonesia, Thailand, Vietnam, Malaysia le linaheng tse ling li eketsehile haholo, li beha litlaleho khafetsa.
Bakeng sa ho thibela ho ata ha delta e potlakileng, moruo oa Asia Boroa-bochabela o nkile mehato ea ho thibela, lifeme li koala tlhahiso, mabenkele a koaloa, 'me mesebetsi ea moruo e batla e koala.Empa ka mor'a thibelo ka nako e itseng, linaha tsena li ile tsa batla li sitoa ho tšoarella, 'me tsa qala ho ipeha kotsing ea "ho tlosa thibelo" ...
#01
Moruo oa linaha tsa Asia Boroa-bochabela o tobane le ho putlama, 'me litaelo tse tsoang linaheng tse ngata li fetohile!
Linaha tsa Asia Boroa-bochabela ke lefatše's phepelo ea thepa e tala ea bohlokoa le metheo ea ts'ebetso ea tlhahiso.Vietnam'indasteri ea masela, Malaysia's chips, Vietnam's tlhahiso ea mehala ea thekeng, le Thailand'lifeme tsa makoloi kaofela li maemong a bohlokoa khoebong ea lefats'e ea tlhahiso ea thepa.
Likarete tsa morao-rao tsa tlaleho tse rometsoeng ke linaha tsa Asia Boroa-bochabela li "tšosa".PMI ea tlhahiso ea Vietnam, Thailand, Philippines, Myanmar, Malaysia, le Indonesia kaofela li ile tsa oela ka tlas'a mola o omileng oa 50 ka August.Ka mohlala, PMI ea Vietnam e ile ea theohela ho 40.2 ka likhoeli tse tharo tse latellanang.Philippines E theohetse ho 46.4, e tlase ho tloha ka Mots'eanong 2020, joalo-joalo.
Esita le tlaleho ea Goldman Sachs ka July theola likhakanyo tsa moruo tsa linaha tse hlano tsa Asia Boroa-bochabela: Polelo ea kholo ea GDP ea Malaysia bakeng sa selemo sena e theotsoe ho 4,9%, Indonesia ho 3,4%, Philippines ho 4,4%, le Thailand ho 1,4%.Singapore, e nang le boemo bo betere ba ho thibela lefu la seoa, e theohetse ho 6.8%.
Ka lebaka la ho khutla ha seoa sena, ho tloaelehile hore lifeme ho pholletsa le Asia Boroa-bochabela li koaloe butle-butle, litšenyehelo tsa lipalangoang li phahame haholo, le khaello ea likarolo le likaroloana.Sena ha sea ama feela tsoelo-pele ea indasteri ea tlhahiso ea lefatše, empa hape se bile le phello e tebileng moruong oa linaha tsa Asia Boroa-bochabela.
Haholo-holo ka keketseho ea linyeoe tse netefalitsoeng letsatsi le leng le le leng linaheng tsa Asia Boroa-bochabela, matla a ntlafatso ea bohahlauli ba bohlokoa ba indasteri ea Thailand le ona a nyamela ka potlako…
Mmaraka oa India le ona o tobane le ho putlama, hammoho le ts'oaetso ea basebetsi, katleho ea tlhahiso e theohile khafetsa, esita le tlhahiso e emisitsoeng.Qetellong, lifeme tse ngata tse nyenyane le tse mahareng li ile tsa qobelloa ho koala ka nakoana kapa ka ho toba ho phatlalalitsoeng hore li feletsoe ke chelete hobane li ne li sitoa ho mamella tahlehelo.
Lekala la Khoebo la Vietnam le bile la lemosa khoeling ena hore lifeme tse ngata li koetsoe ka lebaka la lithibelo tse thata (→Bakeng sa lintlha, ka kopo, tobetsa ho sheba ←), mme Vietnam e kanna ea lahleheloa ke bareki ba mose ho maoatle.
E anngoe ke ho koaloa ha toropo, lik'hamphani tse ngata tse libakeng tse ka boroa tsa indasteri tse haufi le Ho Chi Minh City Vietnam hona joale li le boemong ba ho emisa mosebetsi le tlhahiso.Likhamphani tse etsang lihlahisoa tse kang lisebelisoa tsa elektroniki, li-chips, masela le mehala ea thekeng ke tsona tse amehang haholo.Ka lebaka la likoluoa tse tharo tse kholo tsa tahlehelo ea basebetsi, litaelo le chelete e ngata indastering ea tlhahiso ea Vietnam, ha se feela hore palo e kholo ea bo-ramatsete e ile ea ba le maikutlo a ho leta le ho bona mabapi le matsete a khoebo ea Vietnam, empa e ile ea ama haholo nts'etsopele ea khoebo ea Vietnam. Indasteri ea hona joale ea tlhahiso ea Vietnam.
European Chamber of Commerce ea naha ena e hakanya hore karolo ea 18 lekholong ea litho tsa eona e fetiselitse lihlahisoa tse ling linaheng tse ling ho netefatsa hore liketane tsa bona tsa phepelo li sirelelitsoe, 'me ho lebeletsoe hore litho tse ngata li latele mohlala ona.
Wellian Wiranto, setsebi sa moruo oa OCBC Bank, o bontšitse hore ha koluoa e ntse e tsoela pele, litšenyehelo tsa moruo tsa mekoloko e latellanang ea lithibelo le mokhathala o ntseng o eketseha oa batho o aparetse linaha tsa Asia Boroa-bochabela.Hang ha moferefere o hlaha Asia Boroa-bochabela, ka sebele e tla ama phepelo ea lihlahisoa tsa lefats'e.
Phano ea thepa e a ameha, ’me lichelete tsa naha tse seng li ntse li le thata li mpefetse, le leano la thibelo le lona le se le qalile ho thekesela.
#02
Linaha tsa Asia Boroa-bochabela li nkile qeto ea ho “phela hammoho le vaerase” le ho bula moruo oa tsona!
Ha li hlokomela hore theko ea mehato ea thibelo e ne e le ho putlama ha moruo, linaha tsa Asia Boroa-bochabela li ile tsa etsa qeto ea ho “tsoela pele ka meroalo e boima”, tsa ipeha kotsing ea ho itokolla, tsa bula moruo oa tsona, ’me tsa qala ho etsisa leano la Singapore la “ho phela hammoho le kokoana-hloko.”
Ka la 13 Loetse, Indonesia e phatlalalitse hore e tla theola boemo ba lithibelo ho Bali ho isa maemong a mararo;Thailand e bula indasteri ea bohahlauli ka mafolofolo.Ho tloha ka la 1 Mphalane, baeti ba entoeng ba ka ea libakeng tsa bohahlauli tse kang Bangkok, Chiang Mai le Pattaya;Vietnam Ho tloha bohareng ba khoeli ena, thibelo e 'nile ea buloa butle-butle, e se e sa khathatsehe ka ho tlosa kokoana-hloko, empa e phelisana le kokoana-hloko;Malaysia e boetse e phomotse butle mehato ea eona ea thibelo ea seoa, hape e nkile qeto ea ho khothaletsa "bubble ea bohahlauli"…
Tlhahlobo e bontšitse hore haeba linaha tsa Asia Boroa-bochabela li tsoela pele ho nka mehato ea thibelo, li tla ama kholo ea moruo, empa ho lahla thibelo le ho bula moruo hape ho bolela hore ba tla tlameha ho jara likotsi tse kholoanyane.
Empa le boemong bona, mmuso o tlameha ho khetha ho fetola leano la ona la ho thibela lefu la seoa le ho batla ho fihlela ntlafatso ea moruo le ho thibela seoa.
Ho tloha lifekthering tsa Vietnam le Malaysia, ho ea libakeng tsa ho kuta moriri Manila, ho isa meahong ea liofisi Singapore, mebuso ea Asia Boroa-bochabela e khothaletsa merero ea ho bula bocha ho leka-lekanya lipakeng tsa ho laola seoa sena le ho boloka phallo ea basebetsi le chelete.
Ho fihlela sena, letoto la mehato le kentsoe ts'ebetsong, ho kenyelletsa phepelo ea lijo ke sesole, ho itšehla thajana ha basebetsi, li-micro-blockades, le ho lumella feela batho ba entetsoeng ho kena lireschorenteng le liofising.
Ka la 8 Loetse 2021 ka nako ea lehae, Kuala Lumpur, Malaysia, basebetsi ba lebaleng la liketsahalo ba itokisetsa ho buloa hape.
'Me Indonesia, moruo o moholo ka ho fetisisa Asia Boroa-bochabela, e shebane le mehato ea nako e telele.
Mmuso o leka ho matlafatsa melaoana, joalo ka melao e tlamang ea limaske e nkileng lilemo tse 'maloa.Indonesia e boetse e thehile "tsela" bakeng sa libaka tse itseng tse kang liofisi le likolo ho theha melao ea nako e telele tlas'a tloaelo e ncha.
Philippines e leka ho kenya tšebetsong lithibelo tsa maeto libakeng tse shebiloeng haholo ho nka sebaka sa libaka tse thibelitsoeng ke naha kapa libaka, esita le ho kenyelletsa literata kapa matlo.
Vietnam le eona e ntse e leka mokhoa ona.Hanoi e thehile libaka tsa ho hlahloba maeto, mme mmuso o thehile lithibelo tse fapaneng ho ipapisitse le likotsi tsa vaerase libakeng tse fapaneng tsa toropo.
Jakarta, motse-moholo oa Indonesia, ke batho ba nang le karete ea ente feela ba ka kenang mabenkeleng le libakeng tsa borapeli.
Malaysia, ke ba nang le karete ea ente feela ba ka eang cinema.Singapore e hloka lireschorente ho lekola boemo ba ente ea lijo tsa mantsiboea.
Ho feta moo, Manila, mmuso o nahana ka tšebeliso ea "li-bubble tsa ente" libakeng tsa mosebetsi le lipalangoang tsa sechaba.Mokhoa ona o lumella batho ba entoeng ka botlalo ho tsamaea kapa ho tsamaea ka bolokolohi libakeng tseo ba eang ho tsona ntle le ho itšehla thajana.
Ema, UBO CNC e lula le uena ka mehla 8 -)
Nako ea poso: Sep-18-2021