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Vietnam to make Apple Watch and MacBook

asia.nikkei.com

581–590 of 598 posts

Re: Vietnam to make Apple Watch and MacBook

#581

Earlier quoted context omitted.

The people of Taiwan disagree with your first sentence. The United States' military presence in the region disagrees with your second sentence.

Given the joke of US military whose proxies are being slaughtered in Ukraine, the bases and military presence do not mean anything. Yes, they can kill innocent civilians in Afghanistan or Iraq that's all good those morons are good for.

> You are welcome to believe whatever nonsense you want to believe. The point remains, PRC decides whats to be done with the island of Taiwan.

The PRC doesn't even get to decide who goes to Taiwan, who do you reason that they get to decide what is done with Taiwan?.

Re: Vietnam to make Apple Watch and MacBook

#582

Earlier quoted context omitted.

Printing more dollars leads to inflation.

It does, but then China can't use their debt holding as a weapon. China is incentivized to keep the dollar stable relative to the yuan, because crashing the dollar would hurt China a lot, and propping up the dollar also would. The whole debt holding is a lot more of a rent-seeking arrangement. Both the debtor and debtee are better off keeping the status quo. Plus China doesn't exactly have the capital to do anything…

I mostly agree.

I’m not sure I’d call it ‘rent seeking’. China needs forex reserves like a lot of countries and China is big so it’s reserves are big. It’s just that it is generally more convenient but basically equivalent to hold treasuries instead of dollars if you have an enormous amount of money. Doesn’t eg Japan also hold a bunch of treasuries for similar reasons?

Re: Vietnam to make Apple Watch and MacBook

#583
post #481

Earlier quoted context omitted.

A noble move for those willing to dare.

Why nobody does that? For me a lot of stuff is in the pudding, if something is great surely there would be one non-fiat backed country succeeding.

Because you are "regime changed" by the US as soon as you dare.

Re: Vietnam to make Apple Watch and MacBook

#584
post #81

Earlier quoted context omitted.

But now we can't build anything and if china embargoes us, we're doomed.

> But now we can't build anything and if china embargoes us, we're doomed. Firstly there is vastly more manufacturing in the US, Canada, and Mexico than you appear to realize. Secondly China is far more prone to being embargoed than the United States. If China cut us off then the price of certain goods would increase significantly and there’d be shortages of some goods and industrial inputs but we could feed ourselve…

".. and the US navy could interdict all energy shipments to China .."

Generally, agree with your points, but the US Navy simply does not have the capability to do this any more. Might have been possible in 1990 but not today. US Navy would get its backside kicked.

Re: Vietnam to make Apple Watch and MacBook

#585
post #580

Earlier quoted context omitted.

You are welcome to believe whatever nonsense you want to believe. The point remains, PRC decides whats to be done with the island of Taiwan. And US interference will only lead to annihilation of US. As a citizen of the 85% of the world's population who have not sanctioned Russia, we are firmly supportive.

Again, couple of months ago one could say the same about Ukraine and Russia. Then Rashists spectacularly lost the entire western front.

If my memory serves me right (and it rarely fails), you are someone whom I have up-voted countless number of times with my old account and occasionally using this one. I am pretty sure you are not an idiot (like many of the top commenters in this forum) who believes that "Ukraine is winning" or "Russia is doing badly in this war" because of ideological reasons, so I will give you the benefit of the doubt that you are misinformed.

Re: Vietnam to make Apple Watch and MacBook

#586

Earlier quoted context omitted.

I don't doubt what you're saying, although I'm not sure about the validity of the data derived on count of publications, since that's easily gamed. But what I'm saying is about immigration. I really doubt that the PRC will attract much STEM immigration in the future, at least in comparison to the US. As far as I can tell, the few dedicated folks who choose to emigrate to China do so despite an uphill battle and end u…

ON LKY and US, I feel consensus is US is geopolitically blessed and have all the institutions and instruments to preserve their primacy across many domains if they get their shit together. But also so blessed that it can coast along on current incompetence and past momentum fine for foreseeable future. > count of publications Refer to nature science index which collates from prominent western journals with contributi…

We'll see, I wouldn't personally be against doing a stint of my career in China if the conditions are decent. Right now however, I feel like I'd be at the mercy of some geopolitical game, being Canadian living in the US. The lack of due process for an average joe like me who'd otherwise be curious to experience the culture, seems like a real deterrent. I'm probably not the only one who's feeling uneasy about possibly being a pawn in someone's political games. Hence where I derive my strong doubts about attracting foreign talent. If an open minded and willing person like me has strong doubts about his and his family's safety should he go there... it seems like Occam's Razor to me (or perhaps it's another razor?). It's most likely that my experience isn't unique and that other folks are also deterred in a similar fashion.

Re: Vietnam to make Apple Watch and MacBook

#587

Earlier quoted context omitted.

It does, but then China can't use their debt holding as a weapon. China is incentivized to keep the dollar stable relative to the yuan, because crashing the dollar would hurt China a lot, and propping up the dollar also would. The whole debt holding is a lot more of a rent-seeking arrangement. Both the debtor and debtee are better off keeping the status quo. Plus China doesn't exactly have the capital to do anything…

I mostly agree. I’m not sure I’d call it ‘rent seeking’. China needs forex reserves like a lot of countries and China is big so it’s reserves are big. It’s just that it is generally more convenient but basically equivalent to hold treasuries instead of dollars if you have an enormous amount of money. Doesn’t eg Japan also hold a bunch of treasuries for similar reasons?

I'm no expert on this topic. My perspective is simply that it's against a debt holder's interest to have the debt's underlying asset (currency) devalued. It's much better if the debt holder gets their interest payments (the "rent seeking" part) against an asset that has a stable equivalent monetary value (in term of purchasing power). Especially when we talk of currency, since the interest payment is made... in the currency that would be devalued. Basically, China is long on the USD.

Re: Vietnam to make Apple Watch and MacBook

#588
post #580

Earlier quoted context omitted.

Again, couple of months ago one could say the same about Ukraine and Russia. Then Rashists spectacularly lost the entire western front.

If my memory serves me right (and it rarely fails), you are someone whom I have up-voted countless number of times with my old account and occasionally using this one. I am pretty sure you are not an idiot (like many of the top commenters in this forum) who believes that "Ukraine is winning" or "Russia is doing badly in this war" because of ideological reasons, so I will give you the benefit of the doubt that you are…

I think if you live in reality it’s pretty undeniable that Russia is doing badly in this war.

Russias man power has been so degraded they had to resort to recruiting people from prisons and forced conscription of Ukrainians in Luhansk and Donbas.

Russias heavy armour has been destroyed so badly that we are seeing T62s rolled out to the front lines. These T62s are so old they don’t even use the 3 man setup that all more modern Russian takes do because they don’t have a autoloader.

Russia is also incapable of protecting territory it has captured. The occupied territories of Ukraine regularly have car bombs and ammo depots explode, Crimea even has Russian air bases spontaneously exploding so much all Russian tourists fled back to Russia.

Re: Vietnam to make Apple Watch and MacBook

#589
post #588

Earlier quoted context omitted.

If my memory serves me right (and it rarely fails), you are someone whom I have up-voted countless number of times with my old account and occasionally using this one. I am pretty sure you are not an idiot (like many of the top commenters in this forum) who believes that "Ukraine is winning" or "Russia is doing badly in this war" because of ideological reasons, so I will give you the benefit of the doubt that you are…

I think if you live in reality it’s pretty undeniable that Russia is doing badly in this war. Russias man power has been so degraded they had to resort to recruiting people from prisons and forced conscription of Ukrainians in Luhansk and Donbas. Russias heavy armour has been destroyed so badly that we are seeing T62s rolled out to the front lines. These T62s are so old they don’t even use the 3 man setup that all mo…

The West really needs to work on it’s education system, if this is the level of critical analysis and thought you see in a forum which claims to be above average intelligence.

Re: Vietnam to make Apple Watch and MacBook

#590
post #588

Earlier quoted context omitted.

I think if you live in reality it’s pretty undeniable that Russia is doing badly in this war. Russias man power has been so degraded they had to resort to recruiting people from prisons and forced conscription of Ukrainians in Luhansk and Donbas. Russias heavy armour has been destroyed so badly that we are seeing T62s rolled out to the front lines. These T62s are so old they don’t even use the 3 man setup that all mo…

The West really needs to work on it’s education system, if this is the level of critical analysis and thought you see in a forum which claims to be above average intelligence.

> The West really needs to work on it’s education system, if this is the level of critical analysis and thought you see in a forum which claims to be above average intelligence.

This really isn’t an answer to any of my points, it would be great if you could respond to the substance of the message instead of attempting to attack the person who sent it.

But if you want to think that being into month 6 of a 3 day war is going great I guess that’s up to you.

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