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Can We Find a New China?
Vietnam is the size of a small province in China, right? So you don't really have this reservoir. And Vietnam has also grown very fast. And they're all rising together. Like the way I think about the East Asian continent, it's kind of like Iraq in the 70s when everybody takes the Dutch mark and then goes on to depreciation. That's what's going to happen to East Asia; that's going to be an invitation for the West.