China will likely remain a central part of global supply chains for the foreseeable future despite de-risking efforts and production diversification, but supply chains will become more Asian and less Chinese as production spreads to countries like India, Vietnam, and Thailand.
forecastpending
Speaker
Martin WolfEvidence Quote
“I think it is plausible if people play their hands right that the desire of our companies to diversify their source of production and to resist being swallowed by China will lead to Greater diversification of the location of production across Asia [22:55]”
Created: 8/12/2026, 6:24:34 PM
My Notes
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