全球金融供应链革命

香港—2011年3月席卷日本的地震、海啸和核灾难中断了全球供应链所依赖的一大关键节点。许多生产过程的关键原料突然中断了,这迫使我们重新评估供应链的功能。但供应链的脆弱性并不只局限在制造部门。最近一段时间,金融业也经受了“供应链”的几乎坍塌。

2008年的雷曼兄弟倒闭事件不仅动摇了全球金融市场,还让全球贸易陷入了事实上的停顿,因为对交易对手倒闭的担忧使得批发银行拒绝彼此提供融资。过去的简单银行体系——集中零售储蓄,以此为基础满足借款人的信用需求——已演变为高度复杂的全球供应链,这一供应链有一种一损俱损的风险,正如去年春天日本灾难的影响。

金融供应链与制造业供应链有三大相似之处——结构、反馈机制和过程——其稳健性和高效性取决于这些组成成分的相互作用。

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