美国关税开启“机遇”以重新定位泰经济

Core Viewpoint - The economist urges the Thai government to adopt a phased strategy to mitigate the impact of the newly implemented 19% U.S. tariffs, highlighting the need for structural reforms to address deeper economic vulnerabilities [1] Group 1: Immediate Response - The tariffs should not only be seen as a threat but as an opportunity to reposition the economy for long-term resilience [1] - A proposed emergency fund should provide low-interest loans and liquidity support to affected exporters, particularly small and medium-sized enterprises [1] Group 2: Mid-term Strategy - The mid-term plan (6-18 months) should focus on supply chain restructuring, reducing external dependencies, and promoting industries aligned with sustainability goals [1] - New investment incentives must comply with global standards, such as ESG criteria and carbon border taxes [1] - Emphasis on enhancing workforce skills and integrating digital tools like artificial intelligence and big data is necessary [1] Group 3: Long-term Vision - In the long term (1.5-5 years), Thailand needs to transition from a low-cost manufacturing base to a regional hub for high-value services and innovation [1] - Significant investments in research and development, specialized development, and upstream technology are required [1] - Establishing a Thailand-U.S. economic dialogue platform and actively participating in multilateral forums is recommended to avoid future trade frictions [1]