> Major brands (apple, tesla, disney, etc.) are not going to divest from China
Diversification is already happening - 20,000 foreign companies have left China in the last 4 years. Samsung, LG, GoPro, etc.
https://www.youtube.com/watch?v=lk6lkW4A7Ec
> China is a big part of their future market
The Unemployed and semi-unemployed might reach 300M+ people in China. Chinese consumer market is slowing down big time - Lost decades just like Japan