Li & Fung Sees Supply Chains Shift Amid Trade War

The video discusses the impact of recent global changes on the US-China trade corridor, highlighting disruptions in supply chains. It explores the opportunities for companies to diversify their production outside China, leveraging global networks. The video also examines the challenges of shifting production and the differing strategies of US and European customers. Finally, it considers the potential of countries like Vietnam, Bangladesh, and India to take over some of China's manufacturing roles, though no single country can fully replace China's capacity.

Why is it believed that no single country can replace China as a key supplier in the global supply chain?

What are some countries mentioned that could benefit from the shift in manufacturing out of China?