The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
Fidelity Answers: The Investment Podcast
The Losers of Globalization
The globalization, each region and countries able to specialize in the part of the ecosystem that they're best at. It increases the need to spend more money to increase your capital intensity by duplicating capacity across different geographic areas. So I think consumers will probably have to pay more for the same product going forward.
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