Agreed. An article a while back talked up their moves in Vietnam quite a lot. I do some business with Vietnam. Young and large population. Most folks dont buy large ticket items like cars, overseas education is usually their biggest investment. Growing middle class. These factors help to make the spending on consumer goods quite high. But the last update didnt mention jack about it, just that non china exports were down. Let me know if you hear anything further.
Ann: FY21 Q1 Activity Report and Appendix 4C Cashflow Statement, page-97
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