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China is a basket case....

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  1. #241

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    Original Post Deleted
    https://twitter.com/annafifie...51266086100993

    https://twitter.com/stevenlee...85076453773313

    Convenient means of dual retaliation...

  2. #242

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    Not sure where to post this. But since supply chain changes will likely last beyond the trade war and current pandemic, I thought it might make more sense here than in the COVID-19 threads. The reasons to look beyond China as chief supplier are growing. At some point it'll reach a tipping point.

    https://www.economist.com/business/2...233aIT6xld-zmo


  3. #243

  4. #244

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    Don’t take another person’s mask off, which apparently was what this woman in a white jacket did to a man in a supermarket in China:

    https://twitter.com/meilong15/status...846136840?s=21


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  6. #246

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    Quote Originally Posted by huja:
    Not sure where to post this. But since supply chain changes will likely last beyond the trade war and current pandemic, I thought it might make more sense here than in the COVID-19 threads. The reasons to look beyond China as chief supplier are growing. At some point it'll reach a tipping point.

    https://www.economist.com/business/2...233aIT6xld-zmo
    Interesting point. Although Chinese economy has been moving away from reliance on low value supply chains for cheap products, this may likely have occurred regardless of the pandemic, as production cost increased in China, suppliers will move to other countries.

  7. #247

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    Quote Originally Posted by Coolboy:
    Interesting point. Although Chinese economy has been moving away from reliance on low value supply chains for cheap products, this may likely have occurred regardless of the pandemic, as production cost increased in China, suppliers will move to other countries.
    I would suggest the political risk is still the main reason business is moving out of China as a supply base

  8. #248

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    Quote Originally Posted by East_coast:
    I would suggest the political risk is still the main reason business is moving out of China as a supply base
    One can argue either way. In the absence of hard evidence, there is always a degree of speculation.

  9. #249

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    Quote Originally Posted by East_coast:
    I would suggest the political risk is still the main reason business is moving out of China as a supply base
    You are spot on. This supply chain diversification preceeded nCov by a long way. Trump saw to that. Most companies I speak to are reviewing their China manufacturing or sourcing strategies.

    NCov will be in the past in a quarter or two (or three) but supply chains take a lot longer to reconfigure. Manufacturing even longer.
    AsianXpat0 likes this.

  10. #250

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    Quote Originally Posted by TheBrit:
    You are spot on. This supply chain diversification preceeded nCov by a long way. Trump saw to that. Most companies I speak to are reviewing their China manufacturing or sourcing strategies.


    Or maybe many companies were moving out of (or had plans to move out of) China even before the trade war. The war was a good convenient excuse, exacerbating a preexisting trend.
    sv336 likes this.

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