INTEGRASI EKONOMI CHINA-ASEAN DAN SEKTOR MANUFAKTUR DOMESTIK: SINTESIS LITERATUR ATAS SALURAN SPILLOVER, KAPASITAS ABSORPTIF, DAN RISIKO DISPLACEMENT
DOI:
https://doi.org/10.66896/asset.1.02.2026.27Keywords:
FDI spillover, China-ASEAN integration, domestic manufacturing, absorptive capacity, displacementAbstract
Deepening China-ASEAN economic integration intensifies debate on whether Chinese trade and investment generate productivity spillovers or displace ASEAN domestic manufacturing. This article reviews published studies (1993–2024) to identify mechanisms and conditional factors shaping FDI spillover effects. Based on narrative synthesis by spillover channels and investor origin, findings show vertical (backward/forward) linkages consistently yield positive effects more than horizontal channels, while impact magnitude is moderated by domestic absorptive capacity, investor origin, and institutional integration schemes. This article contributes a conceptual framework and identifies research gaps particularly the specification of Chinese investors and geographic coverage beyond Vietnam-Indonesia to guide future research agendas.
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