When Japan and China tensions erupted last year, there was a sudden interest from Japan to have fallback capacity in Vietnam.

We are still seeing buying of interest-rate-sensitive stocks. Investors believe the U.S. economy is slowing more than they thought and the U.S. may now cut interest rates by more than 100 basis points next year, instead of just 75 basis points.

First off, I want people to understand I work for great owners here and have no interest in leaving. Second, no matter where I've worked, I've never signed a contract that contains an out. I don't believe in that.

Vietnam is becoming more transparent, and decision-making is more accountable.

The experience of clients in [industrial park] zones has been quite professional. The authorities are hitting a relatively high standard, and it's much easier to get things done.

Most companies already have manufacturing in China, and you don't want all your eggs in one basket. That's the strategic mentality we're seeing more often than not across industries.