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.
-
What don’t I see? I don’t see that CEOs and businesspeople with decades of experience in a dozen countries across Asia “don’t know what they’re talking about” when they discuss their own business. I’m certainly glad that what worked for you worked for you and wish you success.
You might not understand this as someone who has spent a lot of time in government/academia but there are PLENTY of fortune 500 CEOs who have NO IDEA how manufacturing/supply chains work. Also, I didn't say they all don't know what they're talking about. Others are lying.
-
-
It is all abt scale. Limited scale moves can work if they do not breach the capacity limits. But large scale moves? Just think India. Big country, bad road and worse, a port that lags in efficiency and throughput. Now think about the logistics of movinh parts in and output out
-
China does not need to be "replaced" by a single country. It can be replaced by Southeast Asia in general. Whether or not scale is a problem is highly dependent on the particular supply chain of an item.
- 11 more replies
New conversation -
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.