"加國最重要的兩大媒體National Post和The Globe and Mai更是相繼刊出評論,表示應該廢除老杜魯道的「一個中國」政策,承認台灣的獨立國際地位,與台灣建立正式外交關係,隱隱與美國參院委員會近日通過的《2021年戰略競爭法案》(Strategic Competition Act of 2021)相互呼應。"

storm.mg/new7/article/3650387

加拿大超好抓中國滲透戰的肉粽頭--溫哥華:

"庫柏二○一七年開始調查不列顛哥倫比亞省(卑詩省)賭場活動後,發現內部洗錢資金被用來炒作溫哥華房價及進行毒品走私,當地執法官員卻在政治人物施壓下束手無策。其中,許多涉及相關活動的人士,正是常與中國駐溫華哥領事館官員互動、也常與加國政治人物往來的一群人。他指出,中共希望控制海外中國人,以便在各國施展影響力,中共中央統戰部便承擔此一任務。"

news.ltn.com.tw/news/world/pap

書摘點出溫哥華模式已經移植到紐澳發展這點不意外, 真正令人意外的是提及李嘉誠在其中扮演的關鍵開局角色:

"Sam Cooper has uncovered evidence that shows the primary actors in so-called "Vancouver Model" money laundering have effectively made Canada''s west coast a headquarters for corporate and industrial espionage by the CCP. And these ruthless entrepreneurs have used Vancouver and Canada to export their criminal model to other countries around the world including Australia and New Zealand. "

chapters.indigo.ca/en-ca/books

紐西蘭外長顧忌的是: 萬一中國翻臉,會影響到紐中貿易裡佔三成奶肉製品後面的選票...

"馬胡塔坦承,紐西蘭依賴與中國貿易。據紐西蘭外交及貿易部網站公布數據,紐西蘭與中國貿易總額超過紐幣330億元(約新台幣6660億元),其中紐西蘭出口中國所得大約占兩國貿易總額的3成。"

cna.com.tw/news/aopl/202105250

因為澳洲先翻臉,紐西蘭沒法玩繞道澳洲轉出口的貼牌招。但實際是: 肉製品便罷,中國一時很難找到其他長期可靠新鮮的乳製品替代國。紐西蘭沒有像澳洲挺起腰桿,純就是貪財膝蓋軟罷了。

"對外貿易方面,紐西蘭2015年主要出口產品為乳製品及肉製品,主要進口產品為機械及運輸設備等。中國大陸為紐西蘭最大貿易夥伴,2015年紐西蘭主要出口地區包括中國大陸(17.6%)、澳洲(17%)、美國(11.8%)及日本(6.1%)等,主要進口地區包括中國大陸(19.5%)、澳洲(11.9%)、美國(11.8%)及日本(6.6%)等。"

eximclub.com.tw/innerContent.a

“紐西蘭外交暨貿易部長歐康納(Damien O’Connor)昨天向紐西蘭新聞網站Newshub證實,紐西蘭將會支持澳洲,就中國針對澳洲大麥開徵80%關稅一事向WTO提出申訴。

歐康納解釋,紐西蘭致力捍衛一個「以規則為基礎的貿易體系」(rules-based trading system);因此紐西蘭將會以「第三方」(third party)身分介入澳洲提出的申訴案。”

cna.com.tw/news/aopl/202105300

"A regional deal would unite a group of countries in endorsing common standards and norms, including the principles of openness, inclusiveness, fairness, transparency and “data free flow with trust. It could provide an important jolt for the corresponding slow-moving negotiations in the World Trade Organization (WTO). And, it can get the United States back in the trade game in Asia, while it considers the merits of rejoining the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), albeit with certain revisions and updates.

Developing a digital trade agreement for the Indo-Pacific region would have the advantage of building on the high-standard digital commitments in the CPTPP, drawing on the more recent U.S.-Japan Digital Trade Agreement, the Singapore-Australia Digital Trade Agreement and the Singapore-New Zealand-Chile Digital Economy Partnership Agreement (DEPA)."

brookings.edu/opinions/digital

"《金融時報》14 日的報導卻看壞台灣加入 CPTPP 的可能,並直言台灣加入的可能已逐漸縮小,最主要的原因就是國內政治因素和及官僚怠惰所導致。台灣政黨對於外國食品開放市場的激烈鬥爭是台灣入會的重大障礙之一。同時,台灣總統蔡英文開放含符合國際標準的瘦肉精美豬進口,遭反對黨杯葛,12 月將對此舉辦公投,貿易官員認為公投將對任何未來貿易談判帶來重大風險。台灣政府也延遲 CPTPP 的入會準備 —— 為符合入會的市場准入標準,台灣必須解除對日本 311 核災區食品進口禁令,允許未受污染的產品進口。然而台灣執政黨官員卻認為,現在採取此舉只會給在野的反對黨添加反市場開放的柴火,使 12 月的公投幾乎篤定過關。"

pourquoi.tw/2021/09/15/intlnew

接下來就是跟藍白正面對決了~

"鄧振中表示,CPTPP涵蓋範圍相當廣泛,包括電子商務、競爭政策、勞工、環境保護、中小企業等,較傳統的經貿協定更廣,未來勢必是引導國際規範的重要力量,台灣也做了很多準備工作,衡量所有情況後,現在是最好時機。

他指出,參加CPTPP是台灣繼加入世界貿易組織(WTO)後,最重要的經貿行為,並以「台澎金馬個別關稅領域」名稱遞交申請。

而遞出申請後,下一步將要與各會員國諮商與談判,目前美國、歐盟已經開放日本福島5縣食品,鄧振中說明,「假如日方提出這問題,我們當然需要面對與處理」,同時強調會在「國民健康維護」、「依據科學根據」、「依據國際規範」下,與日本找出解方。"

cna.com.tw/news/aipl/202109230

Follow

韭國有強烈政治動機全力阻撓台灣加入CEPTPP:

"Taiwan’s WTO membership bid was officially approved the day after China was given the same greenlight.

With that precedent in mind, even in a best case scenario – where China doesn’t move to block Taiwan’s participation outright – it’s likely that Beijing would insist upon joining the CPTPP before Taipei. That would frustrate Taiwan, as China’s reform process to meet CPTPP requirements will be much longer (if, indeed, it is willing to undertake the necessary changes). But there’s also a sliver of opportunity there, should the existing CPTPP members make a near-simultaneous acceptance of Taiwan’s bid a necessary condition of China’s own CPTPP membership.

The big question is whether China would agree to allow Taiwan in under any circumstances, given its aggressive stance toward the Tsai administration. If, as some commentators have suggested, China’s bid for CPTPP membership is mostly symbolic and there is no real intent to join, then Beijing would have double the incentive to block Taiwan from acceding to the group."

thediplomat.com/2021/09/taiwan

真的假的?

"原本外界以為拜登上台之後可能會重返該協議,但如今雷蒙多正式表態摧毀了這項希望。

雷蒙多此行與日本建立美日商業與工業夥伴關係,她表示美國與日本可以在供應鏈、晶片短缺、乾淨能源等議題上合作。值得一提的是,雷蒙多也是拜登政府內,負責要求台韓等半導體大廠交出營運資料的官員。 "

upmedia.mg/news_info.php?Seria

WSJ這篇把雷蒙多行程報得一清二楚,中國這個重中之重顯然是被阿拜核心團隊捏在手裡,官僚系統只能處理印太盟友(包括紐澳),這種安排無疑透露了拜登政權與國家政策相左的真正立場。這種雙刃手法很難不令盟邦起疑拜登政權的底線到底在哪裡:

"A key question for the administration is how to build out its Asia trade policy without joining regional trade agreements. The challenge is growing as such pacts are gaining importance among Asia-Pacific nations including China to promote commerce and write new rules for the digital economy."

wsj.com/articles/u-s-moves-to-

假設美國真開始運作這個完全排除中國的印太經濟架構,可能意味著傳統上由菁英負責外交的階段也將邁入普羅階級牽制外交的新開始。

"Middle-class Americans have no illusion that their fate can be walled off from the fate of the world. They embrace the sense of enlightened self-interest that has motivated U.S. foreign policy over the past seven decades and want the United States to serve as a positive and constructive force around the world. They appreciate that U.S. foreign assistance cannot simply be about short-term transactional benefits for the United States but must serve a wider purpose. They understand that repressive regimes make the world less safe and less free, and that it is in the United States’ self-interest to stand up for human rights. All this requires a larger international affairs budget to retool American diplomacy and development for the twenty-first century."

carnegieendowment.org/2020/09/

排除中國的經濟架構尚未出爐, 民主峰會先試行有台無中模式:

"針對台灣參與白宮民主峰會,美國國務院一位不具名發言人10月27日曾向中央社記者表示,美國相信台灣能對峰會目標做出有意義承諾,包含對抗威權、打擊貪腐,以及在海內外促進人權。

這位發言人說,台灣是民主領頭羊,身處前線對抗中國假訊息,已發展出一套防範外國干預的最佳做法。台灣在利用新興科技讓政府治理變得更透明、更能回應民情上,也扮演全球領導角色,獲得國際透明組織(Transparency International,簡稱TI)高評比。"

cna.com.tw/news/firstnews/2021

轉頭看向有選舉但沒被邀請的新加坡:承讓~承讓~😆 😆 😆

“Taiwan will not be referred to as a country, its president will not participate.”

wsj.com/articles/u-s-invitatio

咦?之前雷蒙多說的是要用這個TTIC取代CPTPP嗎?

“經濟部表示,本次針對「台美科技貿易暨投資合作架構」(Technology Trade and Investment Collaboration Framework, TTIC)之會談,是近年台美間又再增加的高階官員經貿對話,對台美經貿發展具有指標意義。”

ec.ltn.com.tw/article/breaking

希望世界各國有把劉德音的話聽進去.

"Everybody wants to have a peaceful Taiwan Strait. Because it is to every country's benefit, but also because of the semiconductor supply chain in Taiwan, no one wants to disrupt it,"

news.yahoo.com/taiwan-worlds-b

這個架構會不會太緩不濟急了?

"就經濟夥伴關係而言,台美近年建立經濟繁榮夥伴對話(EPPD)機制,台灣去年初開放美豬進口,年中重啟貿易暨投資架構協定(TIFA)會議,被視為自貿談判的重要步驟。

孫曉雅說,美台經濟關係已經非常良好,以二○二○年統計來看,台灣是美國第九大貿易夥伴,也是第七大農產品消費地。從美國貨品的人均消費額而言,台灣人均消費額僅次於加拿大和墨西哥,顯示美台經貿關係的緊密。"

"該架構目前仍在非常初階的討論階段,是個架構、並非協商形式,細節也還在討論,主題預計涵蓋投資、基礎建設、供應鏈、數位經濟、投資審查及出口管制等,目的是希望促進理念相近、遵循規則的市場共同協作深化關係,將是非常開放的。"

news.ltn.com.tw/news/politics/

這下東協諸國有得拿翹了:

"President Biden isn’t expected to offer tariff cuts and other traditional market-opening tools to trading partners, which are opposed by U.S. labor groups and their Democratic allies as well as some Republicans on grounds that they come at the expense of U.S. jobs and manufacturing.

At the same time, these so-called market-access measures are considered essential to building stronger U.S. relations in the region, particularly with less developed nations in South and Southeast Asia seeking to sell more agricultural and manufacturing products in the U.S. market."

wsj.com/articles/u-s-readies-n

去年剛出爐的印太經濟架構現在由米駐日大使出聲推廣:

"易曼紐指出,如果世界各國不挺身反抗中國的經濟脅迫,北京將繼續掠奪其他國家及其經濟。他建議,各國可以透過集體行動,免於中國經濟施壓,包括G7、「印太經濟架構」(IPEF)等正式組織,以及與夥伴簽訂非正式協議等。其次,守法的國家可運用經濟合作工具,支撐供應鏈韌性。

易曼紐強調,必須為受害者提供真正救濟,使其免受中國強制性貿易行動影響,包括出口信貸和加急許可等。只有各國的集體決心,透過支援法治和認為經濟接觸應該產生互利的觀點,團結一致,才能阻止中國並保護其他國家免於成為其脅迫的受害者。"

news.ltn.com.tw/news/world/pap

IPEF初試啼聲:

“路透社報導,雷蒙多在底特律(Detroit)印太經濟架構(Indo-Pacific Economic Framework, IPEF)貿易部長會議後的記者會上表示,全球首見的這項協議呼籲各國成立委員會,負責協調供應鏈活動,並設立「危機應對網絡」,以向IPEF國家發出供應鏈中斷的早期預警。
該協議將為IPEF國家提供緊急溝通管道,以在供應鏈中斷期間尋求支持,在危機期間更緊密協調,最終更加快速地恢復供應。”

cna.com.tw/news/aopl/202305280

供應鏈分散化從2018初現端倪後歷經疫情而持續至今:

"According to a March report by auditing firm KPMG that studied 132 companies, mainly Fortune 500 multinationals, two-thirds of their supply-chain overhauls since 2018 involved pushing production to two or more countries. Less than one-third of the shifts were to one country, said the report, which O’Connor co-wrote.

Spreading out production doesn’t come cheap. Businesses have to scout new locations, invest in training workers and cultivate relations with local governments. New suppliers often have to be brought up to acceptable quality standards and sourcing components locally can be a headache."

wsj.com/articles/as-china-risk

製造業大量外移的米帝面臨軍火製造趕不上需求的窘境:

"It isn’t just defense; the entire U.S. manufacturing base shrank as labor-intensive production migrated to East Asia. There are fewer suppliers, factories, shipyards and, most important, workers available to meet the rising demand.

True, civilian and military capacity aren’t perfect substitutes; defense products often require specialized systems and skills. That makes the shortfall even more severe."

wsj.com/economy/the-u-s-can-af

相對的,俄中朝伊倒是一直鑽漏洞互援軍火:

“遭制裁的中國企業有3家,包括「亞太鏈接」(Asia Pacific Links Limited)、「信諾電子科技」(Sinno Electronics Co., Limited)、「興華」(Xinghua Co., Limited)。英國外交部表示,這些企業向俄羅斯供應對戰爭活動至關重要的制裁物資。

根據美國、烏克蘭等國家的制裁和貿易管制資料庫,這3家企業的登記地址包括中國和香港。它們透過複雜的進出口網絡試圖規避制裁,向與俄羅斯軍方有關的實體供應電子零組件,包含用於投入烏克蘭戰場的無人機。”

cna.com.tw/news/aopl/202312070

補上個月的印太架構新聞背景:

[ A Commerce Department spokesperson said in an email to Reuters on Friday that no formal proposals have been put together about what the framework would include or what its precise legal structure could be.

"We do expect it would be developed in close consultation and through robust engagement with a number of stakeholders, especially Congress, as we continue to define our goals and desired outcomes for the framework," the spokesperson said.

On Wednesday, Raimondo said an Indo-Pacific economic framework could be launched at the start of next year, and her Asia visit was to lay the groundwork for potential partnerships. ]

reuters.com/world/asia-pacific

日本企業現在總算也有些防併吞意識了:

"《日經中文網》報導,中國系投資基金Ace Frontier與中國家電大廠格蘭仕(Galanz)等共同持有象印15.51%公司股份(截至2021年10月7日),為象印第一大股東。Ace Frontier計畫在2月股東大會提案中,推舉山形縣前知事齋藤弘、關西學院大學大學院教授石原俊彥為象印外部董事的候選人,而提案理由是認為象印需要具有全球化眼光的人才。

對於Ace Frontie的提案,象印表示反對,認為從提升企業價值以及股東共同利益的角度來看,當前的董事會體制非常合適且足夠完善。不僅如此,象印還計畫將在下次股東大會前,引入以無償分配新股預約權為核心的反收購措施。"

ec.ltn.com.tw/article/breaking

@Perfume

沒差 做好自己最重要
裡面一堆親中國 新加坡馬來西亞越南⋯
哪天也讓中國加入
變一帶一路 2.0 都不意外
沒加入就沒有被勒索的機會

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