It will be interesting to see how China ( inc HKG), handle things from here, as their economy starts to visibly crumble around them from a multitude of directions. It's not going to be pretty, inevitably..
I also heard that you'll likely see a lot more western manufacturing development in south America as some parts of Asia are deemed less malleable or attractive. But I think you'll find in the interim, places like Thailand, Malaysia and Vietnam will forge ahead as better growth environment opportunities and Brazil - Mexico likely to be better utilized where large scale manufacturing applies.
If you have ever read the book, Beijing Jeep, which was written 3 decades ago, it shines a light on just how much of a pain in the arse it was/is to do business in China and the squeeze you dry biz agenda that exists ( intellectually and financially ) which hasn't got any simpler/better today. The present trade war the trump government has initialised, should motivate majority of big biz to upstilts and produce their ' consumer stuff ' elsewhere, or even in part back home. China screwed the pooch as they say, now very much in the, too hard basket for any sensible biz to entertain.
Last edited by Skyhook; 23-06-2019 at 07:48 AM.