Not Everyone Loses in a Trade War

[Viet]

Guys, when you see the following two figures, you can stop arguing with these monkeys:

How many days needed by China to generate the industry value equal to vietnam's fullyear result? The answer is 2.97 days...
https://defence.pk/pdf/threads/how-...ietnams-fullyear-result.543317/#post-10233628
How many days needed by China's car sector to generate vietnam's full year result? The answer is 2.17 days...
https://defence.pk/pdf/threads/how-...etnams-full-year-result.543672/#post-10240377

Can’t you idiot make at least one comment without the word monkey? Remember, monkey is your mother.

 

[Nilgiri]

Bangladesh is a country on the rise, maybe he is a bit jealous.

Nah just grounding them on the reality (I have BD friends in real life who hate these airy fairy big mouth trolls that frequent in defence forums for STRONK feelz) so they can actually do better:

https://defence.pk/pdf/threads/wb-doubts-7-65pc-gdp-growth-estimate.552983/#post-10403712

Anyway on this topic, it looks like yes there will be a good movement to diversify the supply chains across Asia (Whether or not the full scale trade war happens, the threat is now realised/operationalised/looming long term). Vietnam is natural contender to benefit from this.

In India case both Xiaomi and Foxconn have recently commited big time to producing PCB and other OEM components inside India, first to help internal demand and then to export over time too. They join Samsung in this endeavour. So we already seeing signs and it will expand and continue with greater pace (esp if trade war between two Titans does end up taking place).

There is a good white paper released by Indian govt think tank on this subject (before current environment started):

http://niti.gov.in/writereaddata/files/document_publication/Electronics Policy Final Circulation.pdf

There are results coming in now:

https://qrius.com/make-in-india-electronic-surpass-imports/

thats why first start is 40% localization. Next step will be 50,60-90%.

If granddad still cant understand then just watch and see what we will do after 5years. Thanks.

100% correct! Have to move through MVA bulk according to the jobs/capex ratio....the spear head sharpening (actual chip fab, base manufacture components etc) will be the last thing to tackle once the buffers are broader and established (i.e you have created a good spear in the first place). This pressure inertia is very crucial than trying to attempt everything at once etc.

 

[大汉奸柳传志]

Nah just grounding them on the reality (I have BD friends in real life who hate these airy fairy big mouth trolls that frequent in defence forums for STRONK feelz) so they can actually do better:

https://defence.pk/pdf/threads/wb-doubts-7-65pc-gdp-growth-estimate.552983/#post-10403712

Anyway on this topic, it looks like yes there will be a good movement to diversify the supply chains across Asia (Whether or not the full scale trade war happens, the threat is now realised/operationalised/looming long term). Vietnam is natural contender to benefit from this.

In India case both Xiaomi and Foxconn have recently commited big time to producing PCB and other OEM components inside India, first to help internal demand and then to export over time too. They join Samsung in this endeavour. So we already seeing signs and it will expand and continue with greater pace (esp if trade war between two Titans does end up taking place).

There is a good white paper released by Indian govt think tank on this subject (before current environment started):

http://niti.gov.in/writereaddata/files/document_publication/Electronics Policy Final Circulation.pdf

There are results coming in now:

https://qrius.com/make-in-india-electronic-surpass-imports/



100% correct! Have to move through MVA bulk according to the jobs/capex ratio....the spear head sharpening (actual chip fab, base manufacture components etc) will be the last thing to tackle once the buffers are broader and established (i.e you have created a good spear in the first place). This pressure inertia is very crucial than trying to attempt everything at once etc.

no idea about other defence forums but BD members here on PDF all seem decent posters to me

 

[Nilgiri]

no idea about other defence forums but BD members here on PDF all seem decent posters to me

Sure they worship you chinese, of course they will seem decent.

Look at this paranoid moron, when a few are slightly off the groupthink plantation w.r.t Chinese....he is labelling them as my "spawned accounts":

You do not know their mentality buddy....I have gone pretty deep into their psyche to show them the mirror. Many have fled, many are fleeing many are going to flee soon....and hopefully only the good quality is left behind. This is a long term thing I am engaged in there....to get mostly genuine balanced people setting the envelope of conversation.

 

[大汉奸柳传志]

Sure they worship you chinese, of course they will seem decent.

Look at this paranoid moron, when a few BeeDees are slightly off the groupthink plantation w.r.t Chinese....he is labelling them as my "spawned accounts":

View attachment 466051

You do not know their mentality buddy....I have gone pretty deep into their psyche to show them the mirror. Many have fled, many are fleeing many are going to flee soon....and hopefully only the good quality is left behind. This is a long term thing I am engaged in there....to get mostly genuine balanced people setting the envelope of conversation.

lol..fair enough. I hope you succeed btw it's not my biggest concern that who here is pro China and who‘s not...For me PDF is just a nice place to get a general idea on south Asian affairs.

 

[Nilgiri]

lol..fair enough. I hope you succeed btw it's not my biggest concern that who here is pro China and who‘s not...For me PDF is just a nice place to get a general idea on south Asian affairs.

Yes there are some truly excellent posters, and the mods here are overall very balanced and friendly folk like @waz