The first is both the pandemic and the Trump years has rattled a lot of the supply chains around the world. And people are starting to realize it's not smart to have all your eggs in one basket. And The beneficiaries [of supply chain diversification] are not going to necessarily be America, but it's Vietnam, Indonesia and other places in Southeast Asia. that I think can step up and begin to fill some of that role. So countries already have a sort of, I mean, companies already have sort of a vested … (15:17–15:25)
CLAIM
Asserts that Southeast Asian countries will benefit from supply chain diversification rather than the U.S.
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