Posted March 21, 2023 by Comments

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

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