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seanmcdirmid
on Jan 27, 2019
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The China Conundrum – are we headed for a supply c...
They moved production to India (and Brazil likewise) because THOSE countries have huge import duties, not because of a rebalancing away from China.
nyolfen
on Jan 27, 2019
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i don't see why one precludes the other
seanmcdirmid
on Jan 27, 2019
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They aren’t producing for export outside of those countries.
paradoxparalax
on Jan 27, 2019
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Yes, Sir. This is the thing. One datapoint here and there doesn't make a Theory...And there are many variables...
shops open and go bankrupt everyday everywhere...
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