$216mn in India and $16mn Vietnam seems really small investments in the grand scheme of things. I doubt this indicates any material change in strategy other than introducing some manufacturing in India
Considering that a typical office worker in a large city in Vietnam makes about $300/mo, that's like a $100 million investment in the US. Personally, I'm happy to see such things happening as they should never have been so centralized in a single country in the first place. This kind of investment will also help grow the economies of India and Vietnam.
US imports from Vietnam should hit a new record for 2018 when all the data is released. Roughly $50 billion worth of imports vs $46.4 billion for 2017. That's equal to about 20% of their economy in size. I would expect that trade to continue to expand indefinitely.
Over the coming decade Vietnam should be able to use the same approach China did, with regards to US imports pouring dollars into the country, to rapidly build itself up. Their GDP per capita has been soaring, from $543 in 2004 to $2,500 this year (up ~20% in the last three years). Probably 12 to 15 years out they'll have an economy the size of Turkey or Taiwan.
