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Comment on Believe the Hype About India and China

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China has its own problem now. The inflation is really which drives the living cost and labor higher. Lots of companies are trying to seek cheaper labors in countries like Vietnam. But one thing is true that mobile is really big in Asia. With great infrastructure, you can have signals anywhere including in the subways which drives mobile consumption.

The company I used to work has closed their "software factory" in ShenZhen, and expand the other one they have in Manila, because of the higher cost in China.

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