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#1033 - Are Investors Too Bearish on China? ft. Shehzad Qazi | China's Economic Data & Property Problems
Real Vision: Finance & Investing
Diversification over Replacement
The global landscape for competing with China in export growth is complex, with countries like India, Vietnam, and Mexico emerging as potential contenders. Despite this, no single country is close to being a competitor to China, highlighting the need for diversification in supply chains rather than trying to replace China with one country. The smart policy move is to have multiple suppliers across different companies, countries, and locations instead of relying solely on one alternative. This approach ensures a robust and resilient supply chain, especially amidst uncertainties like the US elections and current global economic challenges.
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