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Composición y Trayectoria de la Inversión Asiática Directa en México: Alcance y limitaciones del proceso de relocalización (nearshoring)
Resumen
El presente artículo presenta un análisis de los patrones de inversión extranjera directa (IED) proveniente de Asia en México. El objetivo es comprender si las tendencias de los últimos años pueden confirmar la relocalización de la producción desde China a América del Norte, también conocido como nearshoring, para aprovechar menores costos salariales y la proximidad al mercado estadounidense. A través de una exhaustiva revisión literaria acerca del desacoplamiento económico entre China y Estados Unidos y sus implicaciones para el nearshoring, buscamos ofrecer un contexto más amplio para entender las motivaciones de las inversiones asiáticas en México, con especial atención a la industria manufacturera, y el sector automotriz liderado por empresas japonesas. Por medio de un análisis de cifras oficiales del gobierno mexicano, comparamos las tendencias de la inversión asiática con la proveniente de otras regiones, con el fin de ilustrar las decisiones estratégicas de firmas provenientes de Asia y sus respuestas a las dinámicas cambiantes de la economía global. Este estudio pretende contribuir con el entendimiento de un escenario de inversiones en México bajo evolución, así como las implicaciones que ello tiene para el comercio internacional.
Palabras clave:
IED, China, América del Norte, Desacoplamiento, IntegraciónReferencias
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