China, Vietnam and Supply Chains
In this post, I want to begin analyzing SEA (South East Asia), starting with Vietnam.
Tag China
Walmart Flailing in China
Walmart is struggling in China. Four reasons why.
Apple in Vietnam: Manufacturing in South East Asia
A note on why (and how) Apple is shifting their iPad production to Vietnam, and why is South East Asia an attractive destination for Supply Chains.
China Tech under the Squeeze
On the heels of Didi going public, China’s Cyberspace Administration came down hard and suspended the registration of new users from the company. What's going on? As Springfield's lyrics go, “There's something happening here. But what it is ain't exactly clear.” I begin the series of posts looking at the regulation of Tech in China.
India bans TikTok
In light of the recent conflicts, India has made a move to ban TikTok and Wechat and 57 other apps, made by firms that are all based in China. This ban is a big loss for ByteDance, as TikTok had surprisingly “cracked” the challenging mobile market in India. I explain the appeal of Tiktok in India. The issue with the Indian market typifies that challenges that face Chinese Internet firms that seek to go global.
Assorted: Ladakh, O’Connor and Thiel
In light of the ongoing skirmishes in Ladakh region the Indian subcontinent, I came across an interesting essay by Peter Worthington, who co-founded Toronto Sun (and who was its editor-in-chief for 12 years), on his first-hand observations in India-China conflict…
Review: Notes From China
Every reader likely knows Barbara Tuchman as one of the excellent writers and historians from the 20th century. This book was an apertif before heading into her Pulitzer-winning book on Stilwell. These notes are based her visit to China with her…