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Gavekal's Tan Kai Xian: "The Renaissance Postponed"

Hello, Founding Members:

What’s new with the manufacturing “renaissance”? My Gavekal colleague, Tan Kai Xian, who internally goes by “KX”, addresses some of the key challenges to the great reshoring initiative. 

In my mind, one of the biggest is the extremely overvalued dollar. Donald Trump and his team appear intent on dramatically cheapening the greenba…