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3min chapter
Emerging markets re-emerging
Capital Ideas Investing Podcast
Diversifying Supply Chains: The Rise of China Plus One and Nearshoring in Mexico
This chapter explores the concept of a 'China plus one strategy' where companies are diversifying their supply chains out of China. They discuss how COVID and geopolitical tension have accelerated this trend and highlight the emerging markets benefiting from nearshoring like Mexico and other Asian countries.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode