I think so as well, in particular I believe that countries with a large population of young will be the biggest beneficiaries of companies exiting China.
It's going to take some time to get back to scale but I believe India, Vietnam, Southeast Asia stands to be the biggest winners.
I do not see China returning to status quo anytime soon. It's more likely that they will fall victim to nationalistic fervor and close its doors.
It's going to take some time to get back to scale but I believe India, Vietnam, Southeast Asia stands to be the biggest winners.
I do not see China returning to status quo anytime soon. It's more likely that they will fall victim to nationalistic fervor and close its doors.