What I mean by this is some especially 3rd world countries might be positioned right to replace a lot of what China cannot presently sell because of Lockdowns.
The problem becomes the fact that no one really knows if this is a long term or short term change for China. But, in the short run countries that can give people worldwide similar prices to China on items people want worldwide could likely make a good profit during the next 3 to 6 months (no matter what happens in China).
However, it remains to be seen whether China is going to War like Russia with the free world or whether it will continue to manufacture and sell things around the world or whether it is only going to trade with Russia or what during these times.
So, these countries able to manufacture and ship to places like the U.S. and Europe and to sell to companies like Walmart, Target and Dollar Stores could do very well likely the next 6 months or year almost no matter what happens next in China.
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