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Lecture International trade and investment (2/e): Chapter 13 - John Gionea

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Chapter 13 - Export import management. The main goals of this chapter are to: Describe the ‘nuts and bolts’ of exporting, and how basic export–import transactions work, uderstand the role of INCOTERMS in export–import operations, examine the main methods of payment in an international sale, outline the main form of trade financing techniques (e.g. credit, factoring, forfaiting),...

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–1

Chapter 13 Export–import management

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–2

Lecture plan

• Negotiation of an international sale

• Main methods of payment

• Trade finance techniques

– credit, factoring, forfeiting, counter trade

• Australia’s exporters

• Export management in a multinational company

• Exports of small and medium enterprises

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–3

Major steps in the negotiation of an international sale

Exporter

in

Country

A

Importer in

Country B

1.Enquiry

 2 Quotation/offer

  3 Order

       4 Order acceptance/contract

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–4

Incoterms

Incoterms 2000

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–5

The four contractual relationships

1 International Sale of Goods Contract

– exporter and importer

2 Letter of Credit (L/C)

– importer and importer’s bank

3 Bill of Lading

– carrier and exporter (under CFR/CIF) or with the importer (under an FOB sale)

4 Insurance contract

– insurance company and exporter (CIF) and importer (CFR/CIF)

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–6

Export marketing issues

Channels of distribution

• National market: producer-export agent-import

agent-major wholesaler-small wholesaler

• Modus operandi is different

Pricing

1 requiring prices in export markets that yield higher

returns that are available in domestic market

2 ‘one-price’ strategy

3 pricing to yield lower returns, at least in short run

4 pricing to sell production in excess of domestic

needs

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–7

Trade financing: methods of

payment

• Cash in advance

• Documentary letters of credit

– revocable credits

– irrevocable credits

– confirmed credits

• Draft (bill of exchange): the instrument normally used in international commerce to effect

payment.

– drawer (‘maker’) and drawee

– sight drafts and time drafts

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–8

ANZ  BANK

L /  C

AUSTRALIAN  EXPORT SALE 

TO EUROPE

European  Bank

Aussie Exporter

European Importer

Export sale with payment by L/C

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–9

Trade financing: bank finance

• Credit to importer

– supplier credit (by the exporter)

– buyer credit (directly to the foreign

buyer)

• Short term (up to 2 years)

• Medium term (2–5 years)

• Long term (over 5 years)

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–10

Trade financing: non-bank finance

• Government loans and guarantees (export credit insurance): EFIC, COFACE

• Factoring

of 2–4%

• Forfeiting

• Countertrade

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–11

Countertrade

• Main forms

– barter

– offsets (local content)

• Proactive vs reactive counter trade

• Disadvantages: time-consuming; costly

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–12

Government loans and guarantees

• Export credit insurance-guarantee

programs

• France: over 20% of exports

• Japan: low interest loans to export

companies

• Brazil: favourable exchange rates to

exporters

• US–EXIMBANK

– ‘mixed credit’

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–13

Australian exporters

• Small size by international standards

US$300m)

billion)

• Primary products dominate the top 50 placings

• ETMs: the fastest growing export sector

• Foreign ownership plays a dominant role

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–14

Selected indicators regarding top 50

exporters in Australia and Canada

Australia (1996–97) Canada (1999)

Range of exports sales

(US$ million)

Median of export sales for

top 50 (US$ million)

570 510

Break-down of top 50 exporters by main export line (% out of 50) ­ primary products (%) ­ machinery & equipment (%) ­ other manufactures (%) ­ services (%) 68

10

12

10

10

28

48

14

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–15

Export management for the MNE

• More international options

(exports and foreign production)

• Exports of complete products or only parts

• Changes in foreign business strategy

(step 5 – business plan)

• More local market knowledge than non-MNEs

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–16

SMEs in global business activities

• Worldwide: 37,000 transnational

enterprises with over 205,000 affiliates

• Contribution of SMEs to nation's exports

– Taiwan 60%

– Sweden 30%

– France 26%

– Australia <10%

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–17

Australia's small and medium

enterprises

• Total number of Australian SMEs: about 530,000

• Internationalised small and medium enterprises (ISMEs)

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea. 13–18

Import management

• Importing a neglected aspect of

international business strategy

• Importing channels: direct and indirect

• Importing a part of the purchasing function

• MNE imports from off-shore manufacturing affiliates

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