How is India benefiting from supply chain diversification away from China? Morgan Stanley’s Chetan Ahya explains
Chetan Ahya, Chief Asia Economist, Morgan Stanley, says India is gaining advantage due to tariff differences with China. American companies are considering increased imports from India. Government policies are boosting manufacturing and exports. Electronics manufacturing is expanding beyond mobile phones. Infrastructure development will further strengthen India’s manufacturing exports. Optimism in Indian equity markets aligns with … Read more