Molson Hart

SEA's supply chain is getting better every year. Yes, most of the products made in SEA today include significant imported subcomponents from China, but it gets less and less every year. At the same time, China's workers are fewer, older, and relatively more expensive.

Dude, they are sending intermediates to China to be assembled. Which part of outsourcing to China did you not understand?? Assembly in general (in Malaysia and Thailand) are not that cheap and Indonesia just doesn't have the infra. Lets not talk abt SG.

Vietnam has already hit capacity while Cambodia, Laos and Myanmar are so backward they can only take low cost high labour industries in small doses.

India, Bangladesh, Vietnam, Indonesia - what is that? almost 2 billion people? It's a big region and while the infrastructure is worse than China's it's workable.

Indonesia is a Chain of Islands. Do you know how bad the logistics will be?? How do you get scale when effectively each island is isolated from the others? As for India, the system there does not promote efficacy. Just look at the pace of infra development.

Did you know that water is by far the most efficient way to move goods? I guess not, because you think that manufacturing is moving to central Asia.

Do you know what is the most efficient way to move supply chain goods? ROAD. RAIL. Cost of port infrastructure is way higher. And scale matters. Shipping goods inter-island is not shipping goods on container ships. Do you know anything abt shipping?