Regional Connectivity / China+1
We view the region through the lens of global supply chain restructuring. This theme explores the emergence of new Indo-Pacific economic corridors, connecting East Asian capital and technology with manufacturing hubs in Vietnam, India, and the Global South. We analyze trade architectures (CPTPP, IPEF), logistics resilience, and the comparative advantages of emerging markets for distinct industrial clusters.
"Friend-shoring" is not just a slogan; it is an operational imperative. Companies are building parallel networks to serve fragmented markets. Our insights help clients identify the optimal landing zones for their diversification strategies, assessing infrastructure readiness, labor dynamics, and political stability across the wider Asian ecosystem.