After China, where next?

Post-pandemic shuffling of supply chains out of China will reshape global manufacturing map and create investing opportunities – and risks

Vikram Barhat 14 April, 2020 | 1:26AM

Shanghai

Editor's note: Read the latest on how the coronavirus is rattling the markets and what you can do to navigate it.

The US-China trade war and COVID-19 pandemic are forcing global companies to diversify their manufacturing away from China to other emerging and frontier markets. This pivot became particularly urgent since the outbreak of COVID-19 wreaked havoc on China-based supply chains, exposing the world’s overdependence on China. The supply shock has hit corporate revenues hard due to lost output, sparking fears of a recession.

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About Author

Vikram Barhat

Vikram Barhat  Vikram Barhat is a Toronto-based financial writer specializing in investing, stock markets, personal finance and other areas of the financial services industry. He also writes for CNBC, BBC, The Globe and Mail, and Toronto Star.

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