[erikb]

> 1.) 40-60 percent of a [US] company’s supply chain moves out of China

especially highlighting the part that I added: US company.

Does anybody think this is a bad thing for China? I'd argue that this is one of China's core interest. China is now becoming a major sales power itself. It's not recognized for that yet, but especially in the mobile market it's far ahead of he western competitors, maybe also in IoT.

Actually one of the core Problems China is facing is that it can't BUY the stuff it wants to buy for its own production, like chips.

And what it needs to worry about is that through all the complex entanglement at one or two points its public image of the new super power might slip. And this image is very much needed for it's plans in Belt&Road as well as in Africa. So most of its concerns are not related to the US market.