I agree with most of what you say, especially with regard to wbt, and the US, what a basket case, as usual.
However i would add, more generally, that any company that doesn't see china as a sovereign risk (in the broad sense, not the narrow sense) i would say generally has few contingency planning policies, as there is no way to plan for avoiding China's nationalist based economic controls, as these can be triggered even by something as seemingly inconsequential as a not firing or publicly chastising a company's employees for for some slight that they or their relations made. I dont think most companies realise what's coming when it comes to maintaining appearances with china to be honest.
Personally, i think we are in a different position with wbt, which is great. At least, for the time being, coz anything is possible with China's current official victim mentality. Its basically a loose cannon
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