Yes, I agree with all of that. But that kind of change is very rare. China has done more economic growth in 30 years than any nation in history. I don't see I

Yes, I agree with all of that. But that kind of change is very rare. China has done more economic growth in 30 years than any nation in history. I don't see India or Vietnam moving that quickly in any direction. Vietnam does not have the scale or institutions, India has all sorts of problems. China declared Shenzhen to be a global city for this and they 'made it happen'. I'm not sure if there are going to be other candidates. But in the end, it's diffusive and I agree with you, maybe some countries are able to carve out niches. Maybe India beats China to chip fabs or something, due to their competitive position in adjacent things like software, and their relationship with American companies on that front, and the fact it may not take 'a national directive' to do it.