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by gwern 868 days ago
> New investments in China by Taiwanese companies declined 10.4 percent year-on-year in the first quarter of the year (2023) to US$758 million...That follows an almost 14 percent decrease in such investment last year

How's total investment going? If the flow is still greater than zero, then presumably the stock is still increasing... It's a funny sort of 'divestment' where you have more invested (and at risk) every year.
2 comments
brokencode 868 days ago
Investing less every year is how you eventually get to investing nothing and finally to reducing total footprint every year in China.

It makes sense that this is a slow process when you consider the massive scale and complexity of the supply chains involved.

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berserk1010 868 days ago
A decrease of prior investment level is divestment, just not happening all at once. If you want to see that kind of activity:

Foreign investors have snatched back nearly 90% (!!!) of the money they put into Chinese stocks this year (2023) https://markets.businessinsider.com/news/stocks/china-econom...

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gwern 867 days ago
> Foreign investors have snatched back nearly 90% (!!!) of the money they put into Chinese stocks this year (2023)

So, they left in China 10% of the money that they sent to China? I'm still not seeing how this equates to a net decrease... 10% > 0%.

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