The (trade) war has started

[inlinesix]

On 6/19/2023 at 1:06 PM, Beregond said:

This year still hard to judge.  Last year hit record. See if this year compare to last year how

On 6/19/2023 at 1:43 PM, Voodooman said:

Last year was partly due to pent up demand.

Surprisingly, last year China's FDI rose (including from EU and UK). It was weak in late 2022 but picked up speed again in early 2023.  So it is too early to predict the demise of the Chinese economy and export engine.

 

 

 

[inlinesix]

 

[inlinesix]

Twitter can google translate

 

[Tohto]

On 6/19/2023 at 11:39 AM, Voodooman said:

Vietnam having blackouts. Maybe too fast too furious.

My company Hanoi office was force to close for 5 alternate days in June by the local government.  Schedule by them. They rotate the shut down along smaller investment there. 

Big player like Samsung and LG not affected.