Breakout Nations: Ruchir Sharma
The Geopolitics of Business
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Rethinking Global Supply Chains
This chapter examines the strategic shifts business leaders are making in response to global dynamics, particularly in relation to reducing dependence on China. It highlights the diversification of supply chains towards countries like India, Mexico, and Vietnam, while navigating the inherent challenges of investing in emerging markets. The discussion also reflects on China's changing role in global investment and the complexities posed by its aging population and geopolitical tensions.
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