Viewing profile — itmayno

Samsung stopped mobile phone production in China since 2019. They are heavily in Vietnam. Apple is just doing something wrong is all.

They will either leave voluntarily or be out of business at the whim of a dictatorship literally the next day. It’s just risk vs reward here.

India is the fastest growing market. Capable manufacturing doesn’t matter when automation can be reshored, when there are shipping delays and pricing spike, when labor costs are ri…

Agreed that it’s not exactly the same scenarios. However US is actively disengaging from China. And as far as economy parity I think that may never be as China is on a downward tra…

USSR followed the same path when their citizens grumbled about liberalization. State owned enterprises are now seizing power from private companies and foreign entities. Pretty soo…

If you are still manufacturing in China, you are a fool. Get ready for your factory to be seized/shut down in the next couple of years, or be taxed/fines so much that you have no c…

A mass death event will likely happen in a city with 26 million people that most folks outside China aren’t aware of the danger..Shanghai. Shanghai has been having extreme heatwave…

I like how you conveniently gloss over the $100/month folks. And the $1k/month folks are still having a hard time buying a $300k house to get married and have children, while takin…

Alibaba isn’t just consumer facing internet technologies, look up the vast b2b stuff it does. And other types of companies have been smashed as well like evergrande or Wanda. Also,…

“ It's cracking down on private Internet companies that acquired too much power through network effects.” Sounds like smashing to me. Smashing down on private companies and innovat…

Sure some countries have some of the same problems, I don’t disagree. However, the magnitude of the problem is 10x worse for China. Remember that China is still extremely poor - 60…

The native citizens will come to HN and offer some rationalization. The non citizens will offer others. The reason is very simple. The dictator is paranoid about losing control and…

The native citizens will come to HN and offer some rationalization. The non citizens will offer others. The reason is very simple. The dictator is paranoid about losing control and…