Agreed, what matters to me is what FOXCONN sees in them.
I know when it's time to lead, and I also know when it's time to follow.
In this case I'm following FOXCONN and understand they made a large investment with clear expectations and a plan to see a return on it.
Sometimes it's simple as that.
Imagine Warren Buffett making an investment in a struggling company (I'm under no delusions he would invest in this) but I would put FOXCONN in his category when considering ASIA.
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