CHINA: The latest evidence on supply-chain migration

Asia

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Evidence of large-scale supply chain migration away from China remains scarce.Covid-19 appears to have slowed or even reversed the decline of China's global export market share low-margin consumer goods, while consolidating market-share gains in capital goods.But in the medium term, rising costs, geopolitical tensions, and industrial policies from rival economies may still challenge China's status as the world's preeminent exporter. The possibility that the combination of geopolitical tensions and the global pandemic could force manufacturing supply chains to exit China remains a hot t
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