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As I said, your logic to my original post was inane, for the reason I gave. Your logic this time round in contrast is at least understandable in that if it is true that the US cannot shift the supply chain back, then what I said would be wrong.
But the US can shift its supply chain back onshore if it wants. This would be entirely within its power to do so. The problem for the US is that by doing so it will end up with a closed economy because it will be producing poor quality expensive products that are uncompetitive against products produced elsewhere in the world so no other countries will buy its goods. Only Americans would buy made in America because they have no other choice as their government charges punitive tariffs on all imports.
It seems obvious that this would be a stupid thing to do in fact anyone who studied economics can tell you this. But it is gradually happening in the US, and you can see this most clearly in the clean energy and EV sectors. In the EV space for instance it is increasingly clear that America is heading to a future where only cars manufactured in the US will be driven. And these cars will be more expensive and lower quality than what is made overseas. And no one outside the US will buy these cars. The trade off is that these cars will be made in America and hence provide jobs to Americans. A fair trade off? Everyone should decide for themselves. But it is very much in the US government' s ability to effect.
But the US can shift its supply chain back onshore if it wants. This would be entirely within its power to do so. The problem for the US is that by doing so it will end up with a closed economy because it will be producing poor quality expensive products that are uncompetitive against products produced elsewhere in the world so no other countries will buy its goods. Only Americans would buy made in America because they have no other choice as their government charges punitive tariffs on all imports.
It seems obvious that this would be a stupid thing to do in fact anyone who studied economics can tell you this. But it is gradually happening in the US, and you can see this most clearly in the clean energy and EV sectors. In the EV space for instance it is increasingly clear that America is heading to a future where only cars manufactured in the US will be driven. And these cars will be more expensive and lower quality than what is made overseas. And no one outside the US will buy these cars. The trade off is that these cars will be made in America and hence provide jobs to Americans. A fair trade off? Everyone should decide for themselves. But it is very much in the US government' s ability to effect.
Mark001 ( Date: 30-Sep-2024 12:22) Posted:
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I don' t understand your so-called logic.
Regarding the topic of shift supply chain back ,what I' m talking about is Ability, not change.
It has not enough ability and inability to do it.
Regarding the topic of shift supply chain back ,what I' m talking about is Ability, not change.
It has not enough ability and inability to do it.
Alignment ( Date: 30-Sep-2024 11:14) Posted:
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Your logic that if something could have happened it would already have done so is inane. If it were true then nothing would ever change.
Mark001 ( Date: 30-Sep-2024 08:43) Posted:
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There seems to be no correlation.If US could do this,it would have done it long ago.
Asia as a whole is a source of Growth.
Asia as a whole is a source of Growth.
Alignment ( Date: 28-Sep-2024 11:55) Posted:
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Their strategy of buying more logistics properties in south east asia is short sighted I think. The US irrespective of whoever wins the election (but especially Trump) is going to be raising tariffs on everyone including ASEAN in order to shift supply chains back home. MLT should be focusing on buying more US logistics properties instead.
Ascending triangle pattern?
Observing for the big break soon.
Observing for the big break soon.
Delvyss ( Date: 27-Sep-2024 10:41) Posted:
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seanpent ( Date: 27-Sep-2024 10:22) Posted:
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MLT and MPACT are my favourites for a strong recovery.
Waiting patiently for the immediate destination of 1.55.
Mark001 ( Date: 27-Sep-2024 08:44) Posted:
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Yes. You are right.
seanpent ( Date: 27-Sep-2024 10:33) Posted:
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Think its very ready for a big move anytime soon, doydd.
HK
https://www.mapletreelogisticstrust.com/Asset-Portfolio/Country.aspx?currentCountry=/Hong%20Kong%20SAR
China
https://www.mapletreelogisticstrust.com/Asset-Portfolio/Country.aspx?currentCountry=/China
https://www.mapletreelogisticstrust.com/Asset-Portfolio/Country.aspx?currentCountry=/Hong%20Kong%20SAR
China
https://www.mapletreelogisticstrust.com/Asset-Portfolio/Country.aspx?currentCountry=/China
seanpent ( Date: 27-Sep-2024 10:18) Posted:
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China/HK doing well cos of stimulus.
Reits with China/HK holdings will do better as well.
Reits with China/HK holdings will do better as well.
accumulation..........
Just keep trading hot, and next high will come natureally.
Delvyss ( Date: 26-Sep-2024 09:32) Posted:
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The Mapletree trios have been very active recently
" Hong Kong' s property market set to revive gradually as rate cuts buoy sentiment, demand"
https://www.scmp.com/business/article/3279164/hong-kongs-property-market-set-revive-gradually-rate-cuts-buoy-sentiment-demand
MLT completes divestment of Flexhub in Malaysia
The manager of Mapletree Logistics Trust M44U (MLT) has announced the completion of the divestment of Flexhub in Malaysia, according to a Sept 23 release.
On Nov 10, 2023, the REIT announced that it had entered a sale and purchase agreement for the divestment of Flexhub and Padi in Malaysia at a total sale price of RM151.2 million ($43.8 million).
Flexhub is located in Senai, Johor, with a total net lettable area of 63,175 square metres. The property comprises a single-storey industrial building with annexed office space.
The proposed sale price for Flexhub stood at RM125.1 million, which was 7.4% above the latest valuation of RM116.5 million, as at Oct 1, 2023.
Following the divestment, MLT&rsquo s portfolio currently stands at 186 properties, comprising 47 properties in Singapore, 14 in Australia, 43 in China, 24 in Japan, 13 in Malaysia, 21 in South Korea, 12 in Vietnam, nine in Hong Kong, and three in India.
The REIT&rsquo s total value of assets under management stands at $13.3 billion.
Testing 1.46 from 11 Sep to 17 Sep.
Finally penetrated beyond.
Finally penetrated beyond.
Delvyss ( Date: 19-Sep-2024 13:03) Posted:
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Likely to crack the next immediate resistance