Harry Moser’s Reshoring Initiative Has a Unique Understanding of Decoupling

July 2024
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My key takeaways–the Biden Administration’s Industrial Policy strategy is yielding tangible results. American and important Taiwanese companies like FoxConn are seeking to limit their exposure to China. But the Mexico story is complicated. America now buys more from Mexico than China. The Chinese, however, are using Mexico as a (literally) back door into the American market.

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