It's a fair point Lobbster. As investors we need to be continually assessing the risks and opportunities and have an open mind, and be nimble enough to move and get the hell out of Dodge when needed. I am pretty circumspect on China, but cautiously optimistic, hopeful? It has historically been a great place for low cost manufacturing, but will that always be the case? We have to keep watching and discussing. I note that the multinational corps quoted as comparable for VMT are not actually relevant - those companies are massive, massive global multinationals with diversified operations and constantly shifting things around. and noting some companies are moving.
Apple to move iPad production out of China for first time: report | Fox Business
Apple’s Troubles In China Aren’t Going Away Quickly - Bloomberg
I would say anyone that comes at you with an authoritative forceful view on China and acts like they understand it all, either way, is about as useful to you as second hand toilet paper.
CIA warns China invasion of Taiwan a matter of ‘when not if’ (copyright link)
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