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Louis Giokas
China Observer
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Comments by "Louis Giokas" (@louisgiokas2206) on "Volkswagen Is Pulling Out! Western Capital Flees Rapidly, the Great Decoupling Is Upon Us" video.
A lot of investment strategy is geared toward managing risk. The CCP seems to not understand this.
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The European increases in investment in the US, especially for companies like BASF, reflect all the things you mentioned, and also include the much lower energy and input costs in the US. The feedstock for the chemical processing used by companies like BASF, like natural gas, are so much cheaper in the US. That, and the fact that they can completely own their factories in the US and that their IP is protected, makes the move a no brainer.
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