I think a lot of the movement will be to Taiwan, Vietnam, and other countries in SE Asia, rather than wholesale relocation back to the US, EU and Japan. It's a

I think a lot of the movement will be to Taiwan, Vietnam, and other countries in SE Asia, rather than wholesale relocation back to the US, EU and Japan. It's also an opportunity for India, if the country can address issues that have hindered certain kinds of manufacturing in the past.