Wednesday, 30 August 2023

Reducing exposure from China

 Noah Smith writes a great article in noahopinion ( get it) about the decoupling essentially from China.

What has shocked me is the lack of speed in this. 

  • Covid showed up supply chain problems with China.
  •  It imposition of tariffs on Australian goods surely showed up the political risk of using China.
  •  Its belligerence towards Taiwan surely exacerbates this as well.

Are capitalists that stupid ot do they simply not understand risk?

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