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Not all consumer goods, but textiles maybe.

It depends on if China forces all textile MNCs to navigate a split message on Xinjiang inside and outside China. I expect for now those MNCs will all try to do so to preserve both markets. If China truly demands they unconditionally endorse Xinjiang cotton, I think there's little doubt MNCs will reluctantly abandon China and focus on their core markets. China's demands are the big if.

Mar 26, 2021
at
2:27 PM