Tuesday, September 28, 2021

China is decoupling from the world, not the other way around — Neil Newman

  • The increasing nationalism of Chinese consumers, as much as supply chain issues and Covid-related disruptions, is the reason international firms are moving overseas
  • China will lose some foreign talent, but domestic demand will shift towards perfectly good locally made products. The real winner, though, is Vietnam
The irony, of course, is that Vietnam is a communist country.

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