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  1. cannonfodder

    India-China 2020 Border conflict

    I would think with chip shortage till 2022 would be have been good to start some investment now. From appliances to gpus to auto chips everything is in shortage at the moment. It would be better if private player are encouraged and incentivized to set up plants.
  2. cannonfodder

    India-China 2020 Border conflict

    That is interesting.. it means alternative commercial fabs need to be setup either in US or some other safer destination out of reach from CCP (with Taiwan gone). Thats what most likely US tech giants/industry will likely do.. $50B already approved investment wont cut it IMO.
  3. cannonfodder

    India-China 2020 Border conflict

    Whatever works is golden. At an high level CCP is good for han people; not so good for us.
  4. cannonfodder

    India-China 2020 Border conflict

    Only thing I disagree is about your "Xiaomi" part. If you dig through last 5 years, many companies got blocked & then unblocked several times by US GOV under Trump. Trump was more feisty with CCP but economic realities kept reverting back to unblocking Chini companies. I am still of the opinion...
  5. cannonfodder

    India-China 2020 Border conflict

    Both are very closely tied economies and unknotting the marriage will be very slow and painful process for both. Its very likely other economies will also suffer if the arrangement goes south. The economic engagement is oligarch's + retail (individual) investors. Oligarch is expected but lot of...
  6. cannonfodder

    India-China 2020 Border conflict

    That China lost its image in mind of people. for money matters people throw emotions into dustbin & make an move that make sense, this is what see in general trend in US retail investing.
  7. cannonfodder

    India-China 2020 Border conflict

    Hmmm.. I disagree strongly with this. The economic success they have achieved still outweigh all the negative. Let me put it this way: hmmm aam admi will say hey this guys are real bad, will go to stock mkt and still put his money in alibaba (30% down great upside) or nio or Amzn (indirect...
  8. cannonfodder

    India-China 2020 Border conflict

    if someone loses mental balance for reason rawat attained X position then.... joke is on him.:laugh:
  9. cannonfodder

    India-China 2020 Border conflict

    TSMC alone has 28% global market share. Its long path to bring all that manufacturing capacity to US & then may be export if its cost-effective running operations. Anyway this is another dependency removed which means US has no reason to engage CCP military in case of invasion down the line.
  10. cannonfodder

    India-China 2020 Border conflict

    Corp America is also greedy enough to not want to loose access to cheap goods and another potential Trillion dollar market (from where they will be thrown out off eventually). Until they are able to get the chips out of taiwan they will be fine & sing songs like bard for Emperor Xi, most don't...
  11. cannonfodder

    India-China 2020 Border conflict

    It is well played china... they really seem to have thought everything through. Once Taiwan is under control, Semi-conductor manufacturing (backbone) of Tech will be under their control. There is no country who want to challenge China militarily although its not trained. There will be blood in...
  12. cannonfodder

    India-China 2020 Border conflict

    Bhai koi please summary bhej do. Kitna khoya/kitna paya :) I lost track of how many incursion Chinese did during covid.
  13. cannonfodder

    India-China 2020 Border conflict

    Is Nobel peace prize confirmed for bjp then for pulling troops from advantage points?
  14. cannonfodder

    India-China 2020 Border conflict

    Don't look at the optics of it. How much trade as decreased one-to-one between India-Chin, US - Chin, Aus -Chin. One year has passed since Covid broke out from Chin. Speculatively with 50% conviction, one can say it was engineered in lab. One thing all will 100% agree is that CCP suppressed...
  15. cannonfodder

    India-China 2020 Border conflict

    Taiwanese view Indian MEA as compromised, MEA dont talk with them forget about recognizing them (reason best known to them). I am not sure what helds back India after getting continued encroachment. Taiwan, Vietnamese and probably Japanese are the only countries that are serious about China...
  16. cannonfodder

    India-China 2020 Border conflict

    PLA will come back.. expecting anything else is stupid. They are not Porkis, they will learn & wait for the best next opportunity.:tongue:
  17. cannonfodder

    India-China 2020 Border conflict

    When you have allies in military complex it buys you great leverage. US is country which give extremely high importance to money. when it affects bottom line and quarter earnings, some lobbyist from Boeing/GE will visit WH and ask Dems to shut up. The Real power in US does not lie in WH but the...
  18. cannonfodder

    India-China 2020 Border conflict

    India should have secured some GE engine orders before change in presidency. That is main concern that I have right now.
  19. cannonfodder

    India-China 2020 Border conflict

    Related to CCP - US politics and what I have been saying about CCP - US oligarch connection. The comment section is gold mine.
  20. cannonfodder

    India-China 2020 Border conflict

    Nothing shocking really. All Politicians probably make money in similar way collaborating with business magnets. The problem starts when the dealings are with long term potential adversary. It is CCP oligarch helped by US oligarchy for now.
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