According to @balajis, the US share of Chinese exports fell to 15% after the trade war, reducing China’s reliance on the US market (source: @balajis on X, Nov 12, 2025). He adds that the US hosts roughly 17% of the Indian diaspora, indicating Indian talent is not fully dependent on the US (source: @balajis on X, Nov 12, 2025). He expects Indian talent flows to reroute primarily to the UAE and broader Middle East, with Singapore as the secondary hub (source: @balajis on X, Nov 12, 2025). For traders, this thesis supports monitoring UAE and Singapore labor demand, tech hiring, and venture formation as leading indicators, with potential re-rating of regional tech assets if data confirms the shift (source: @balajis on X, Nov 12, 2025). For digital assets, traders can watch exchange hiring, licensing activity, and regional trading volumes in these hubs as confirmation signals tied to developer and founder relocation (source: @balajis on X, Nov 12, 2025).