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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (21742)7/21/2005 11:27:36 PM
From: gcrispin  Read Replies (1) | Respond to of 78783
 
I actually read that many of the Taiwanese businessmen who started the clothing factories in China are no longer interested in expanding in the PRC. Wages, health care, environmental concerns are rising.

Instead, they are starting new factories in Vietnam. Either way, the clothes will end up in Walmart.

Most likely, one of the biggest beneficiaries will be Japanese exporters as China has now become Japan's biggest export market.