Agree on all points. I feel in larger picture it is not just that China is geopolitical risk out of nowhere. The demographics of China is changing and they them

Agree on all points. I feel in larger picture it is not just that China is geopolitical risk out of nowhere. The demographics of China is changing and they themselves do not want 12 hour slave labor type of jobs as much as they would in last few decades. With India's still growing population and unimaginative political class the only model to follow is Chinese model of past. And these Foxconn factories are example of that.