AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min snip
Breakout Nations: Ruchir Sharma
The Geopolitics of Business
Diversification Over Dependence on China
Business leaders are undergoing a significant shift in their perceptions of opportunities in global markets, particularly regarding China. Moving away from a strong focus on China strategies, there is now a concerted effort to reduce reliance on China by exploring alternative countries for outsourcing and manufacturing. Nations such as Mexico, India, and Indonesia are becoming more favorable options for establishing new operations. This approach is seen as a means of de-risking rather than completely decoupling from China, as many companies find their existing commitments in China too substantial to sever entirely. The overarching trend highlights a proactive strategy to diversify and minimize risks in supply chains and consumer markets.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode