Rather than speeding up an exit of manufacturers from China, the coronavirus crisis is more likely to slow it down. The relocation of supply chains costs money, and in a recession many companies will find that they have other priorities.
Read MoreThe recovery of production and sales at China’s OEMs, while the country is emerging from months of lockdown during the coronavirus crisis, is currently one of the very few lights at the end of the tunnel for the global automobile industry.
Read MoreIt is currently not easy to stay optimistic about Hong Kong’s future. With headlines predicting the “demise of Hong Kong” on a daily basis, it helps to look at underlying regional and macro-economical trends. They suggest that Hong Kong’s future might be brighter than most commentators currently assume.
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