Thankfully your little ranty response doesn't change the thesis at all. If a war broke out between Taiwan and China - Vietnamese operations would be able to c

Thankfully your little ranty response doesn't change the thesis at all. If a war broke out between Taiwan and China - Vietnamese operations would be able to continue irrespective of Foxxcon's ownership. Which is the whole point. The Indian foreign minister's comments are irrelevant in this context, and he's foolish to not contemplate the gravity of the war in Ukraine which has rattled the entire world economy. Actually, not 'foolish' just greedy: he wants to support Putin buy buying cheap Oil, and needs Russia to not be too close to China. India, politically, is turning into a vile place, which is sad because there's been so much hope for them. Maybe they'll come back. Russia->Ukraine is an invasion of the 2cnd largest Army in the world, of a relatively modern (if corrupt), large nation in Europe, directly connected to the EU, that has geopolitical implications the world over, as we've seen. Russian Defence Minister has declared that 'The Soviet Unions is Back' and their intentions to expand the Russian Empire into other countries. They've been trying to disrupt NATO nations (i.e. Latvia) for some time, and of course have their eyes on the Georgia and the 'Stans'. That affects everyone. There has not been a war affecting major powers in a very, long time. Iraq and Afghanistan (and are not) geopolitically very important. Neither was the Iran/Iraq war. Those wars could happen while the world watched and tried to figure out 'what to do' i.e. 'intervene' or 'not take sides' etc. but those wars are not going to spill out into the world economy. The Russian invasion of Ukraine is existential, just like a war between China and Taiwan is a 'hugely significant war' that will rattle the global economy like nothing we've seen in decades. It will involve the US likely directly meaning world's #1 and #2 forces, both nuclear and huge trading partners, and likely include Korea, Japan, Australia, maybe Canada as well. Possibly Europe. The result could shift the world order in the same way that Russian/Ukrainian invasion is i.e. Asians will be forced to pick sides in the cold war: USA/Japan/Korea/Australia/Europe ... or be Chinese vassal. Or try to fanatically figure out an in-between path, which maybe only India has the power to do. Those with foresight would have seen this impending reality 10 years ago (see: Kevin Rudd, former Australian PM leading the Asia Society in US) but only now it's become very evident. And FYI it's actually quite rare that we can predict a war so early on - only when you have a kind of foreign policy that's really consistent over time is this going to happen. And so: big companies realign. Those who don't are likely to pay a price. China's #1 foreign policy goal is to take Taiwan and they are going to use all of their resources to try to do it.