Subject: Re: An Indian perspective
disagree re:india.
as predicted, trump now claiming to be 'china friendly' means he is already in full turtle mode.

only a question of how much china gains simply by demanding greater concessions based on trump's inability to honor a deal. but the fact china has that trait in common means there is some foundation both grok.

whatever other countries gain will be more in line with steady china diversification trend made by companies' sensible longterm planning.