Chart No. 2 is the most terrifying chart for Western protectionists.
Amber, your data on "Overseas Hiring" confirms the ChinArb thesis perfectly. Tariffs stop goods. They do not stop Human Capital.
The surge in overseas hiring means Chinese companies aren't just shipping containers anymore; they are shipping Management, Culture, and the R.I.C.E. Operating System.
When a Chinese factory opens in Mexico with Chinese managers, it's not "Nearshoring." It's "Offshore China." The Trade War 2.0 didn't isolate China; it forced China to colonize the global supply chain from the inside out.
精彩！
Happy New Year to you and Baiguan. see you in 2026!
Chart No. 2 is the most terrifying chart for Western protectionists.
Amber, your data on "Overseas Hiring" confirms the ChinArb thesis perfectly. Tariffs stop goods. They do not stop Human Capital.
The surge in overseas hiring means Chinese companies aren't just shipping containers anymore; they are shipping Management, Culture, and the R.I.C.E. Operating System.
When a Chinese factory opens in Mexico with Chinese managers, it's not "Nearshoring." It's "Offshore China." The Trade War 2.0 didn't isolate China; it forced China to colonize the global supply chain from the inside out.