Q: Uma sibheka ukuhweba komhlaba wonke ngamalensi amabili - ukusebenza bekunjani ngaphambi kwesikhathi se-COVID-19 futhi okwesibili emasontweni ayi-10-12 edlule?

Ukuhwebelana komhlaba wonke kwakuvele kukubi kakhulu ngaphambi kokuthi ubhubhane lwe-COVID-19 luqale, ngokwengxenye ngenxa yempi yezohwebo yase-US-China futhi ngokwengxenye ngenxa ye-hangover evela kuphakheji yokuvuselela yase-US eyasetshenziswa abaphathi bakaTrump ngo-2017. ukwehla konyaka nonyaka kwezimpahla ezithunyelwa ngaphandle emhlabeni wonke njalo ngekota ngo-2019.

Isixazululo sempi yohwebo esethulwe yisivumelwano sohwebo sesigaba sokuqala se-US-China bekufanele siholele ekubuyeni kokuthenjwa kwebhizinisi kanye nohwebo phakathi kwalokhu kokubili.Kodwa-ke, ubhubhane lukhokhele lokho.

Idatha yokuhweba yomhlaba wonke ibonisa umthelela wezigaba ezimbili zokuqala ze-COVID-19.NgoFebhuwari noNdasa singabona ukwehla kokuhwebelana kweChina, nokwehla kokuthengwa kwempahla kwamanye amazwe ngo-17.2% ngoMasingana/Februwari nango-6.6% ngoNdasa, njengoba umnotho wayo uvaleka.Lokho kube sekulandelwa ukwehla okusabalele kakhulu esigabeni sesibili nokucekeleka phansi kwesidingo okusabalele.Ukuhlanganisa amazwe angama-23 asevele abike idatha ka-April,Idatha ye-Panjivakukhombisa ukuthi kwehle ngo-12.6% ukuthunyelwa kwempahla kwamanye amazwe emhlabeni jikelele ngo-Ephreli ngemuva kokwehla ngo-8.9% ngoMashi.

Isigaba sesithathu sokuvula kabusha kungenzeka sikhombise ukuntengantenga njengoba ukwanda kwesidingo kwezinye izimakethe kungagcwaliswa ezinye ezihlala zivaliwe.Sibone ubufakazi obuningi balokho emkhakheni wezimoto isibonelo.Isigaba sesine, sokuhlela amasu esikhathi esizayo, cishe sizoba isici ku-Q3.

Q: Ungakwazi yini ukunikeza umbono jikelele wesimo samanje sempi yokuhweba yase-US-China?Ingabe zikhona izimpawu zokuthi liyashisa?

Impi yohwebo isamile ngokobuchwepheshe kulandela isivumelwano sohwebo sesigaba 1, kodwa kunenqwaba yezimpawu zokuthi ubudlelwano buyawohloka nokuthi isigameko simiselwe ukuwohloka kwesivumelwano.Ukuthenga kweChina izimpahla zase-US njengoba kuvunyelwene ngaphansi kwesivumelwano kusukela maphakathi noFebhuwari sekuvele sekusele amaRandi ayizigidi eziyizinkulungwane ezingama-27 njengoba kuchaziwe kuPanjiva's.ucwaningongoJuni 5

Ngokombono wezepolitiki ukwehluka kwemibono ngecala lokuqubuka kwe-COVID-19 kanye nokusabela kwe-US emithethweni emisha yezokuphepha yaseChina yaseHong Kong kunikeza okungenani isivimbelo ukuze kuqhutshekwe nezingxoxo futhi kungaholela ngokushesha ekuguqulweni kokuma kwentela ekhona uma amanye ama-flashpoints avela.

Ngakho konke okushiwo, abaphathi bakaTrump bangakhetha ukushiya isivumelwano sesigaba soku-1 bese begxila kwezinye izindawo zokwenza, ikakhulukazi maqondana nokuthunyelwa kwamanye amazwe.ubuchwepheshe obuphezuluizimpahla.Ukulungiswa kwemithetho ephathelene ne-Hong Kong kungase kunikeze ithuba lesibuyekezo esinjalo.
Q: Kungenzeka yini ukuthi sizobona ukugxila ekudonseni phansi / ukudayiswa kabusha ngenxa ye-COVID-19 kanye nempi yezohwebo?

Ngezindlela eziningi i-COVID-19 ingase isebenze njengesiphindaphinda samandla ezinqumweni zebhizinisi mayelana nokuhlelwa kochungechunge lokuhlinzekwa kwempahla yesikhathi eside ezaqala ukuphakanyiswa yimpi yezohwebo.Ngokungafani nempi yezohwebo nakuba imiphumela ye-COVID-19 ingase ihlobane kakhulu nengcuphe kunezindleko ezikhuphukayo ezihlobene nezintela.Ngaleso sizathu izinkampani ngesikhathi se-COVID-19 zinezinqumo okungenani ezintathu zamasu okufanele ziphendule.

Okokuqala, yiliphi izinga elilungile lamazinga we-inventory ukuze usinde kukho kokubili ukuphazamiseka okufushane/okuncane nokude/okubanzi kochungechunge lokuhlinzekwa kwempahla?Ukubuyisela isitokwe kabusha ukuze kuhlangatshezwane nokusimama kwesidingo kufakazela kuyinselelo kumafemu ezimboni kusukelabig-box retailingezimotweni kanyeizimpahla ezinkulu.

Okwesibili, kungakanani ukuhlukahluka kwezindawo okudingekayo?Isibonelo, ingabe isizinda esisodwa sokukhiqiza esingaphandle kweShayina sizokwanela, noma siyadingeka ngaphezulu?Kukhona ukuhwebelana phakathi kokunciphisa ubungozi kanye nokulahlekelwa kwesilinganiso somnotho lapha.Kuze kube manje kubonakala sengathi izinkampani eziningi sezithathe indawo eyodwa nje.

Okwesithathu, uma enye yalezo zindawo ingehlela kabusha e-US Umqondo wokukhiqiza endaweni, ngokwesifunda ungasiza kangcono ukuvikela ubungozi ngokomnotho wendawo kanye nezehlakalo ezinobungozi njenge-COVID-19.Kodwa-ke, akubonakali izinga lezintengo ezisetshenzisiwe kuze kube manje liphezulu ngokwanele ukuphoqa izinkampani ukuthi zibuyele e-US Ingxube yezintengo eziphezulu noma okungenzeka ukuthi ingxubevange yezinxephezelo zasendaweni okuhlanganisa ukunqanyulwa kwentela kanye nemithetho encishisiwe izodingeka, njengoba imakwe ku-Panjiva's May 20ukuhlaziywa.

Q: Amandla okukhuphuka kwezintela aletha inselele yezinselelo kubathumeli bomhlaba wonke - ingabe sizobona ukuthengwa kwangaphambili noma ukuthunyelwa okusheshayo ezinyangeni ezizayo?

Ngokombono yebo, ikakhulukazi uma sibheka ukuthi singena enkathini yomkhumbi ehamba phambili ngokungeniswa kwezimpahla, amathoyizi nezinto zikagesi ezingakhavwe okwamanje ngamanani afinyelela e-US ngamanani aphezulu kusukela ngoJulayi kuye phambili okusho ukuthunyelwa ngaphandle kusukela ngoJuni kuye phambili.Nokho, asikho ezikhathini ezijwayelekile.Abathengisi bamathoyizi kufanele bahlulele ukuthi isidingo sizobuyela emazingeni ajwayelekile noma ukuthi abathengi bazohlala beqaphile.Ekupheleni kukaMeyi, idatha yokuqala ye-Panjiva yokuhamba olwandle ikhombisa ukuthi ukungeniswa olwandle kwe-USizingubofuthizikagesiezivela eShayina zingu-49.9% futhi zihle ngo-0.6% ngokulandelana kwazo ngoMeyi, kanti zingama-31.9% kanye no-16.4% zehle kunonyaka odlule ngokwesisekelo sonyaka kuze kube manje.