When will global trade rebound?Matsky: Next year

Danish shipping giant Maersk CEO Vincent Clerc pointed out in an interview that global trade showed signs of heating, but it was different from inventory this year. The rebound next year was mainly driven by European and American consumption demand.


4


Only Ke Wensheng, who took over Matsky only this year, was interviewed by the US financial media CNBC last week that: Unless any negative accidents have occurred, we look forward to entering 2024, and the demand can slowly return. This is with the glory we know in the past few years.The difference, but it is certain that the demand mainly comes from the consumption surface, and the relationship between the inventory adjustment is not so great.


Ke Wensheng said that European and American consumers are the main promoters of this wave of trade demand, and the European and American markets continue to show "stunning temperature backbone kinetic energy."In view of the labels full of slow -selling goods, consumers are in confidence, and the supply chain is also in a bottleneck. Maski was alert to shipment demand last year.




Ke Wensheng pointed out that even if the economic situation is difficult, emerging markets still show toughness, especially India, Latin America and Africa.North America and other major economies have fallen by macroeconomic factors such as the Russian -Ukraine conflict and the Sino -US trade war, but North America is expected to perform strongly next year.Ke Wensheng said that when the situation began to be normalized, the problem was solved, and we would see the demand rebound.Emerging markets and North America are where we think the most warm potential.


But Kristalina Georgieva, president of the International Monetary Fund (IMF), said in a CNBC interview at the G20 summit at New Delhi on the 10th of this month.What I see is even very disturbing.


She said: Our world is against globalization. For the first time, global trade expansion is slower than the global economic growth. Global trade has increased by 2 % and the economic growth rate is 3 %.George Ava pointed out that if you want to play the economic growth engine again, you need to take a bridge and create opportunities.