As an electronics power house for the past 15 years, China has come under attack recently from other Asia based countries looking to unseat them. China’s vulnerability comes from internal sources. Wage inflation and counterfeit fears. I discussed this two weeks...
I spent last week in Shenzhen. Traffic is still terrible. We operate with one preferred, one approved back up, and an approved specialist factory. We visit all as necessary or at minimum, annually. This means we get an update on a fairly good cross section of mood,...
