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Okwonkwo — Before the US started harassing Huawei, there was Toshiba of Japan and Alstom of France in the same boat

Summary:
Brook no competitors. Huawei is nothing new. But taking a country the size of China is. The US did not need the Japanese or French markets. The Chinese market is quite a different matter.KenyaTalkBefore the US started harassing Huawei, there was Toshiba of Japan and Alstom of France in the same boat OkwonkwoSee also The consequence of the the 737 MAX accidents give China a tool to exert pressure of its own. The credibility of the U.S. regulator FAA is damaged as it was the last one to ground the planes. It is China that will decide when those planes are allowed back into its air. What if it does not do that. What if it buys less planes: No other country has greater demand for aircraft: In the 20 years through 2037, Boeing estimates Chinese purchases at 7,690 new planes worth .2

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Brook no competitors. Huawei is nothing new. But taking a country the size of China is. The US did not need the Japanese or French markets. The Chinese market is quite a different matter.

KenyaTalk
Before the US started harassing Huawei, there was Toshiba of Japan and Alstom of France in the same boat

Okwonkwo

See also

The consequence of the the 737 MAX accidents give China a tool to exert pressure of its own. The credibility of the U.S. regulator FAA is damaged as it was the last one to ground the planes. It is China that will decide when those planes are allowed back into its air. What if it does not do that. What if it buys less planes:
No other country has greater demand for aircraft: In the 20 years through 2037, Boeing estimates Chinese purchases at 7,690 new planes worth $1.2 trillion.
Airbus will be happy to sell all those planes. Unless of course Trump makes a deal and lets Huawei off the hook.
Forget Airbus. After having enormous success in military export, Russia is gearing up for the civilian market, which it will soon begin to take a piece of in any case.

Moon of Alabama
Why Trump's Huawei Ban Is Unlikely To Persist


Mike Norman
Mike Norman is an economist and veteran trader whose career has spanned over 30 years on Wall Street. He is a former member and trader on the CME, NYMEX, COMEX and NYFE and he managed money for one of the largest hedge funds and ran a prop trading desk for Credit Suisse.

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