Can Manufacturing Relocate from China to India? (Wellington Management)
With an unstable relationship between the US and China looking like a long-term geopolitical reality, pressure to relocate manufacturing away from China is growing. Could neighbouring India, which has a similar population size and rate of economic growth, be positioned to benefit from the shift?
Wellington Management’s Tushar Poddar believes this is not a realistic expectation. Understanding why requires a quick recap of India’s industrial history. READ MORE
Similar Posts:
- India: Underappreciated Alpha Opportunity? (Wellington Management)
- Aberdeen CIO: India Will Surpass China for Growth (FE Trustnet)
- Manufacturing Moving to India From China, But Trade Deficit a Concern, Says Mark Mobius (ThePrint)
- The Future of Youth: Introducing Aisha – Hypothetical Future Teenager in India (Wellington Management)
- How China has Dragged Down Investor Returns Over the Past Decade (Forbes India)
- ‘Once-in-a-lifetime Opportunity’: How a Mass Lockdown at the World’s Biggest iPhone Factory is India’s Big Chance to Beat out China as Apple’s Favorite Supplier (Fortune)
- Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)
- MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)
- Southeast Asia Gains New Leverage as China and US Battle for Influence (Nikkei Asian Review)
- BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)
- China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks (Bloomberg via Business Standard)
- Best Consumer Stocks for Emerging Market Investors (Morningstar)
- Hermes’ Greenberg: Overweight in India But Avoiding Modi Stocks (FE Trustnet)
- China and India to Overtake U.S. Economy This Century (Bloomberg)
- Is Pakistan About to Pop? (Petition Substack)
Leave a Reply