U2T

Of late I’ve seen a marked increase in emails from Chinese manufacturers looking for B2B customers.

They’re all using industry specific email addresses, so it’s not outright spam.

But it’s a sure sign that they’re running out of customers for all that excess capacity of commodity products.

The world’s cheapest finance scheme is running out of investors, us.

The adjustment is not going to be pretty.

(The photo’s Korean just to confuse you. They’re not doing much better in fact. That’s the trouble when you remove systems, namely business exposure to P&L, that quickly correct faults in business strategies).