Bull_Winkle69

Bull_Winkle69 t1_iycpwau wrote

Lol.

  1. Zero Covid is still fucking up logistics in China.

  2. Looming real estate collapse is threatening to detail economy. It's bigger that 2007.

  3. Xi is rolling in the tanks as we speak.

  4. Sweden may release their report on the Nordstream 2 sabotage. If Russia is blamed (and it likely will be) then Russia automatically goes on US anti terrorism list. That means India and China must stop trading with Russia OR lose US markets and anyone who trades with US. They'll choose the US, but they'll lose oil and gas from Russia and ag inputs like fertilizer. They've got over a billion people to feed.

  5. China's census has been over reporting it's numbers. Their population is in decline for last ten years with 100 million more males than females. This means no future consumer base.

  6. Meanwhile labor costs have 12x over last 20 years and are no longer competitive. Many companies offshoring to Mexico. Except Tesla and Apple. Puts like a mofo on Tesla. <100 $ by next fall.

  7. Polestar reports 2 month production delay due to riots. Apple is aiding Xi against protestors. Musk is supporting Xi because he needs his giga factory to be protected.

I'll be quite Frank with you all. China will be lucky to be a single country by end of decade. If they can't pull it together they might also lose tens of millions due to hunger and civil war.

Even if they execute flawlessly, the population will be halved by 2050. The women dominate manufacturing and men are in different industries and provinces. It will take 20 years to make a 19 year old and they've barely even started trying.

They are fucked. I wouldn't put a penny in China. Hell, I wouldn't invest someone else's money in China.

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