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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Snowshoe who wrote (148667)	5/20/2019 6:36:27 PM
From: Elroy Jetson	2 Recommendations Recommended By elmatador pak73 Respond to of 217830

I suspect you believe some Trump supporters don't give a damn about China's IP theft from US firms and the chabuduo quality problems they experience in China. - That's probably true. But easily a majority of Americans care a lot about these issues which are vital to our economy and the jobs our economy will be able to maintain now and create in the future. I certainly care, because it affects our future. . GoPro is an American camera manufacturer which was assembling their products in China. In the process they experienced periodic problems with quality control and faced growing IP theft problems in their future. Gopro will begin assembling their cameras instead in Mexico taking advantage of Trump's new North America Trade Treaty. Delivery will be quicker, and less expensive, chabuduo quality problems will be a thing of the past and they no longer face IP theft or the local government demanding they share their market, designs, and IP property. A big win for GoPro. Most larger companies already have manufacturing facilities in multiple nations and those who don't are busy working on that right now. Even Taiwan-based Foxconn can easily move. They own none of their manufacturing facilities in China, only the equipment inside them which can be shipped anywhere. The local city government even supplies many of the people who work at Foxconn. Foxconn can move to Ukraine, Poland, Hungary, Mexico, Canada, the US - really the list is endless and each location is best for different reasons and different products. . Are there people in America who are looking forward to working 12 hours a day, six days a week for $5 an hour on a repetitive assembly line? Frankly no. There's people in many countries including Mexico and Vietnam who are eager to be hired under those conditions, but I doubt you could find anyone in the US willing to accept that job. . People at Tegel airport in Berlin earn 23 € per hour to direct self-propelled machines which clean and polish the floors. People at Benito Juarez International airport in Mexico City clean and polish the floors with a hand mop and with a scouring pad on their hands and knees for $5.10 for a 12 hour shift. In US airports the cleaner's wage is likely less than in Germany but more than in Mexico. Many things are different in each of these three nations, which I find interesting. But this is an entirely different discussion. A German employee directing a self-propelled Kärcher floor cleaner / drier

To: Snowshoe who wrote (148667)	5/20/2019 10:42:54 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217830

50% of recent FDI in Southeast Asia are of team China origin. Am wondering how long the USA investments in Mexico can be counted on to last beyond 2020 re-election of trump

To: Snowshoe who wrote (148667)	5/21/2019 12:32:00 AM
From: TobagoJack	Respond to of 217830

Bullish. The shoemaker factories supplying Nike and Adidas should be coming onto the market soon at give-away prices to make way for next wave of team China plants. The owner is amongst the biggest investors in Vietnam. The profits earned should find way to Hong Kong, as that be the preferred tax home of much of Southeast Asia and China companies. So, same markets, new labour, lower cost, higher profit. Win win win. China new plant investors would be going to higher value-add productions for obor / bri, win-win all around All per imperatives leading to solutions. bloomberg.com Nike, Adidas Call Tariffs ‘Catastrophic’ in Open Letter to Trump Eben Novy-WilliamsMay 21, 2019, 1:47 AM GMT+8 ‘We ask that you immediately stop this action,’ companies say Nike Inc., Adidas AG and other footwear giants urged President Donald Trump to reconsider his tariffs on shoes made in China, saying the policy would be “catastrophic for our consumers, our companies and the American economy as a whole.” In all, 173 companies signed an open letter to the president, dated Monday and posted on the industry trade association’s website. It was also sent to Treasury Secretary Steve Mnuchin, Commerce Secretary Wilbur Ross and National Economic Council director Larry Kudlow. “On behalf of our hundreds of millions of footwear consumers and hundreds of thousands of employees, we ask that you immediately stop this action to increase their tax burden,” the group said. “Your proposal to add tariffs on all imports from China is asking the American consumer to foot the bill. It is time to bring this trade war to an end.” The ongoing trade tension between the U.S. and China has escalated as Trump threatens to impose tariffs as high as 25% on Chinese goods. Last week, the U.S. Trade Representative’s office released a list of about $300 billion worth of products that could see higher import duties, including all types of footwear, from sneakers to sandals. Trump will discuss the tariffs with Chinese President Xi Jinping next month. Trump has repeatedly stated that China would pay the tariffs -- something his critics say is misleading or wrong. Earlier this month, Kudlow said that “both sides” will pay. “As an industry that faces a $3 billion duty bill every year, we can assure you that any increase in the cost of importing shoes has a direct impact on the American footwear consumer,” according to the letter. That sentiment has been echoed around the industry. “We don’t make enough to absorb that,” said Michael Jeppesen, president of global operations for Wolverine World Wide Inc., which also signed the letter. “The only way it can is to be passed onto the consumer.” The shoe industry’s trade association, the Footwear Distributors & Retailers of America, estimates that the tariffs would cost U.S. customers an additional $7 billion per year. The companies said in their letter that those costs would disproportionately affect working class individuals. Tariffs are an especially touchy subject within the footwear world because shoe companies already pay some of the highest duties in the U.S., thanks to longstanding tariffs that in some cases surpass 30%. The industry shifted a lot of production to Vietnam in anticipation of the Trans-Pacific Partnership -- which would have allowed duty-fee exporting to the U.S. -- but Trump exited those negotiations. Still, the companies in the letter vary in their reliance on China. Nike, for example, made 26% of its apparel and 26% of its footwear in China in fiscal 2018. Skechers U.S.A. Inc. makes around 65% of its goods in China, but not all of those products are imported to the U.S. Under Armour Inc., which also signed the letter, currently gets about 18% of its products from China -- down from 46% in 2013. The company’s goal is to lower that number to just 7% by 2023. — With assistance by Matthew Townsend

To: Snowshoe who wrote (148667)	5/21/2019 1:15:43 AM
From: TobagoJack	Respond to of 217830

Key words <<U.S.-bound cameras>> Best to see if “intel” or other-tell inside. In the mean time, more Go moves and Chess gambits, but no noise and no poker bluff Huawei and Samsung set up to use each other’s patents and share the Apple Huawei not listed and has zero market cap, as it is or claims to be a little-green men employee-owned private enterprise who’s CFO has been kidnapped. Samsung is listed and market cap chabuduo usd 325B. Apple market cap chabuduo 840 Billion. Am surprised the trade warriors willing to tee up Apple to be cratered so as to achieve MAGA. Maybe good to long Samsung and short Apple, or short both against Huawei bonds. theverge.com Samsung and Huawei end years-long patent battle Jacob Kastrenakes Photo by James Bareham / The VergeSamsung and Huawei have agreed to settle a long-running legal battle that saw the two companies dueling over smartphone patents in more than 40 lawsuits, according to Nikkei, which says the settlement was reported in local Chinese media. Terms of the settlement haven’t been announced, but the companies appear to have reached a general agreement that’s supposed to move them closer to a cross-licensing deal for their patents. They’ll also be dropping all lawsuits against one another. The settlement comes as the smartphone industry is facing a number of shifts. Phones will be moving over to 5G in the next year and on, and some smartphone manufacturers have seen declining shipments, as they struggle to sell phones to markets already saturated with them. Huawei has managed to avoid that trend — its shipments were up 50 percent from last year in the first quarter of 2019, according to IDC — but Samsung has not. Coupled with being on the losing side of this patent battle so far, there may have been good reason for the company to settle. Last month, Apple and Qualcomm also settled their own blockbuster legal battle, which similarly spanned multiple years and countries in a duel over smartphone patents. In that case, it’s likely that 5G was a motivating factor to settle. Without a deal with Qualcomm, Apple risked being at least a year behind rivals in shifting over to 5G. The legal battle between Samsung and Huawei began in 2016 when Huawei sued Samsung for allegedly infringing on its LTE patents. Huawei had begun to see legal victories in China where it’s based, and the two began to settle at least one legal battle earlier this year.