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Guessing a huge part of the reason is that Western firms are pulling out of China bigly. Chinese manufacturing and exports are an underreported crisis, both dow

by tomcam 3y ago

Guessing a huge part of the reason is that Western firms are pulling out of China bigly. Chinese manufacturing and exports are an underreported crisis, both down apparently in the double digits.

conductr 3y ago
The supply chain internally there has fallen victim to their government’s response of Covid. And, the fact the labor can be at parity with Mexico in many cases now. I’ve been doubling down on Mexico manufacturing to avoid most of the delays.
- tomcam 3y ago
  Agree on both points, thanks.