Geographical & Political Issues
SARS impact
- Ingram Micro APAC Q1 2003 - no material impact
- IDC expects only (1.3%) negative impact in Q3
- Impact mainly on China retail and corporate PC business as well as on Singapore export
Terrorism, geopolitical tension and disaster risk factors
- Terrorism impact in South East Asia (ASEAN) depressing economical growth and Foreign Direct Investment( (FDI)
- Political tensions impacting South Korea and potentially Japan
- South Asia floods and draughts
- India – Pakistan conflict potential impact (easing for now)
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