Comments by "KK C" (@k.k.c8670) on "Financial Times" channel.

Yes.. Quite a few have like the High Speed Rail in Indonesia, the train lines in Serbia and Hungary, the Port in Greece. Solar Farms in UAE, Greening of desert land. Many other general infra projects like roads, water supply, dams etc... It's a bit more challenging in less developed countries in Africa and SriLanka and Pakistan. Those Will take longer but I think the intent and the prospects are sound. And above all, it is stimulating economic and social activities in many god forsaken places
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All the old timers are suddenly experts in semicon and its ecosystems. 😂
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And normal tro/lling from you without any critical analysis.
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OK.. Indian comment. should have known.
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@Steven-vo4ee not true.. They can actually use Japanese and Korean tech but the yield would be lower. There was a time when lithography machines market was dominated by Nikon and Canon. ASML staying at the top isn't a forgone conclusion at all. Even the chinese are looking into totally different tech (particle accelerator based) to leapfrog EUV tech of today.
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@farzana6676 get a friend to show you what goes on in China on the VERY boisterous social media scene.
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Look and compare the Tesla gigafactories in China and US. You'd understand what American manufacturing is up against. Tesla has 6 factories (1 in China, 4 in the US and 1 in Germany). The Chinese factory outputs over 50% of all cars produced by the company globally. And at a cheaper price.
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@peterclarke3020 well, you now say that after enjoying 50 years of digitization. Imagine a computer still costing USD 50k and a phone 10k. The outsourcing of semicon manufacturing allowed western (mostly American) companies to be what they are today by selling their widgets all over the world at more affordable prices while keeping inflation low at home.
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@farzana6676 do people in the financial sector have the habit of doing that anyway? Even in the US, how often does Wall St openly criticize the sitting president? Financial centres are to make money, not to shout slogans.
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Why is FT pretending as if cayman Islands VIE (Variable Interest Entities) through which international investors have been buying Chinese stocks (including Alibaba) for over a decade....is a new thing.
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@gearfet7622 no.. They leased hambantota to the chinese to pay off western creditors. Stop watching Indian media!
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Why would Temu and PDD be so open about their business model, processes and arrangements with manufacturers etc? There are probably dozens of very hungry and very smart entrepreneurs in China who are ready to pounce on them and get a piece of that cake. 😂. Temu / PDD would disclose the bare minimum the regulators would allow them to.
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Comparing it to Amazon that has its own warehouses, transportation fleet, expensive workforce etc etc is apples to oranges. Shein and Temu laid those costs on the manufacturers that probably also supply to the likes of Amazon. Could even be 'overflow' goods.
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