What GBCs will be gone after Polaris? Any information helps. Even though we’re cheap, can’t compete with MC’s india strategy.
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@ae i think it will be curitiba, if it comes to SA. Although i can see keeping both due to favorable timezone with US. prague toast perhaps budapest too. There is no reason to have 3 GBCs in AP. Thailand is toast.
@fe budapest building is a lease. I dont think this would be a meaningful consideration anyway.
With the european business shrinking. I’m not sure either of then will stay around long.
The feeling is Prague will lose out to Budapest at least to begin with. EM owns the building there
there's lots of rumours in Thailand about layoff package in 2 years.
Bangkok and Curitiba colleagues are already bracing themselves.
Prague is toast
No decisions have been made on specific sites. But almost certainly one of the South American GBCs (more likely Brazil than Argentina), and one of either Thailand or Budapest. Malaysia and India feel reasonably safe due to TC components.
I think Argentina is the next one to close
Been to a few site strategy meetings, Brazil will be one of the first along with Budapest.