Evaluating India as a Viable Alternative to China w/ Samir Kapadia
"Folks from Dell to HP to Nike to Hasbro to Sony to Apple to Google to Goldman, they're all looking back at India and saying, let's go double down, triple down and build a presence here." - Samir Kapadia, Managing Principal at Vogel Group and Founder and CEO at India Index
Most companies are obsessed with moving their supply chains out of and away from China - whether it is for regulatory, risk, or human rights-related reasons. That obsession is so strong, that in some cases, they are willing to embrace an "ABC strategy" as you will hear from this week's guest: anywhere but China.
Samir…
The skinny
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