菲律宾“去中国化”制造业战略是一场高风险押注
Philippines’ ‘China-free’ manufacturing strategy is a high-risk bet
菲律宾总统马科斯加大吸引传统伙伴投资的力度，押注新启动的吕宋经济走廊和美国主导的 Pax Silica 倡议。吕宋经济走廊获日本和欧洲支持，特朗普预计下月访问马尼拉期间签署 Pax Silica 框架协议。
China and the Philippines recently traded accusations over the medical evacuation of a Philippine serviceman from a grounded naval vessel in the hotly disputed Second Thomas Shoal in the South China Sea. The incident has sparked renewed worries about potential armed skirmishes in a global artery of trade.
But Philippine President Ferdinand Marcos Jnr was also quick to emphasise the economic dimensions of a major conflict. After a decade of rapid economic growth, the Philippines is facing potential “stagflation” due to multiple headwinds.
Both the ill-conceived US war on Iran and the domestic flood-control corruption scandal, which has hobbled infrastructure projects across the Philippines, have hammered the nation’s economy.
Reeling from record low approval ratings, Marcos is doubling down on attracting multibillion-dollar investments from traditional partners. In particular, he is betting on the newly launched Luzon Economic Corridor, which has Japanese and European support, and the US-led Pax Silica initiative. US President Donald Trump is expected to sign a framework agreement for Pax Silica during a visit to Manila next month.
来源：南华早报 · scmp.com