Should You Stick to China or Diversify?

The video discusses China's economic strategy, highlighting a shift from fixed asset investment (FAI) to a focus on the private sector, which contributes significantly to profitability and employment. It explores the implications of trade tensions, suggesting diversification of investments and a shift in manufacturing bases to ASEAN countries like Vietnam and Indonesia. The video also addresses the challenges of currency exposure and the costs associated with moving manufacturing, emphasizing the broader impact on global consumers.

What has been the government's stance on fixed asset investment spending in China?

How significant is the private sector's contribution to China's economy?

What role does employment play in the current economic sentiment in China?

What are some of the challenges faced when moving manufacturing from China to ASEAN countries?

In what ways might trade tensions affect global consumers?