Covid-19's supply chain reaction is set to leave India a winner

Making the shift further west

Thinkers are increasingly exercising grey matter on the cause and effects of large events that signal wholesale disruption to the status quo.

The Covid-19 pandemic and its second-order effects will be the subject of considerable analysis for years to come, but its impact on the status quo best encapsulated by the slogan "Made in China" is particularly pertinent. Following decades of globalisation and integration, the relevance to all business owners and professional investors of any transition is obvious, but as specialists in Indian equities it feels particularly acute. China's southern neighbour has, despite having advantages such as favourable demographics, failed to assert itself as a similarly meaningful player in the ...