Aneta Markowska was not on this episode. A recording of them was played into it, so these
are their words but not an appearance on Capital Allocators. It still counts as said, and it is kept out of every score on their page.
Aneta Markowska, Chief Financial Economist at Jefferies, explains the historical macroeconomic cost drivers behind the wave of US manufacturing outsourcing to China.
0:00 / 0:07exact quote · 7.8s
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“It was roughly 15 percentage points cheaper to produce in China versus the U.S. Back in the early 2000.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Aneta Markowska
AssertionSupported
Markowska: China's manufacturing cost edge was largely fully eroded by 2016
“When you fast forward to 2015 and 16 and look at the cost gap between the U.S. And China, what you'll find is that China's competitive advantage was pretty much fully eroded by then, so it was no longer
You know, that compelling to just simply produce in China…”
Markowska: Colocating manufacturing with R&D teams enables faster innovation cycles
“What we typically see that, you know, when you put manufacturing facilities right next to the R&D group, to your engineers, and very close to customers, that tends to be much more conducive for faster innovation cycles.”
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