I've been watching the shift in supply chains toward Southeast Asia, and it's clear that Vietnam is emerging as a manufacturing powerhouse. The speed of infrastructure development there is impressive. What do you think—will Vietnam surpass China in certai... moreI've been watching the shift in supply chains toward Southeast Asia, and it's clear that Vietnam is emerging as a manufacturing powerhouse. The speed of infrastructure development there is impressive. What do you think—will Vietnam surpass China in certain sectors within the next decade? less