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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...

 

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CHINA: The latest evidence on supply-chain migration

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