Manufacturing in Emerging Countries - Threats and Opportunities for Western SMEs

摘要

1 Western SMEs should develop an emerging country strategy 2 A pure cost reduction play in Mexico for North American SMEs and in Morocco / East Europe for European SMEs makes sense 3 China is a growth opportunity in the short run but will generate intense competitive pressure in the long term 4 Brazil, especially if Boeing / Embraer deal happens, will present new opportunities for western SMEs 5 India is a big opportunity where European & Israeli SMEs are already taking the lead 6 Greenfield new technology ventures (e.g. Additive) in emerging countries can be quite attractive - labor arbitrage in high tech skills is more impactful