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The US hardly screams at China at all, but China is completely fixated on the US (if media is anything to go by). The US will do things at its own pace like China does, picking at it as a competition is merely a saving face thing that doesn't really exist in the west.

Its only been a decade or so since China had all of those things. You would see multiple obviously imported Tesla Model S's in Beijing way before you saw even one BYD EV taxi. Then China invested in a short period of time and now they have much more than the US. But the time period was so short that China hardly has a moat in these areas.

> In the next 2 years it will become clear that the king is banked, and that the leadership is no longer with the west, and I am afraid the consequences for us will be significant.

We heard this before in the 1980s and that didn't pan out at all. This is just the 1980s again with China in place of Japan; China even has a much bigger real estate bubble than Japan ever did, the consequences will be similar if not worse. The same demographic crash is also coming to China, history is just a broken record.



China has 10x the population and impact of Japan; this is a silly comparison. Japan never had this large share of the world manufacturing


Doesn’t that just make it worse?




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