Speak often enough to CEOs of companies that make things and you realize how divorced macro debates can be from micro realities. “Leave China, just restart in Vietnam, Bangladesh, India, Indonesia” is a world of lollipops and rainbows that exists only on Twitter and cable news.
I have manufactured 100s of different products over 10 years in china USA vietnam Cambodia.https://twitter.com/Molson_Hart/status/1157279604626907136?s=19 …
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That's terrific. And it looks like you have a great business. You'll also know that every business is not the same. And macro/micro conditions in every Asian country are not the same either. So when others say "just move to India," it's not a helpful contribution to discussion.
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Thanks for the kind words and thoughtful response. I agree, but, as you pointed out, depending on product moving to India is feasible. The only country that it is not so easy to move production to...is the USA.
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