X @Zhu Su

Some other second order effects1) labubu will flip lvmh2) china-origin hospitality brands will dominate3) china-origin medical and longevity companies will dominate4) china-origin robotics companies will dominate5) china-origin energy companies will dominateBalaji (@balajis):MAGA has thrown in the towel on China.This is completely understandable.But it has many implications.(1) First, what just happened? The new National Defense Strategy[1] is reportedly pivoting away from China and towards the homeland. Ma ...