US companies are "friendshoring" from China to India. We are strengthening the BRICS bloc instead

Video: US companies are "friendshoring" from China to India. We are strengthening the BRICS bloc instead. 美國公司正在從中國「友好外包」到印度。相反，美國正在加強金磚國家集團.

https://www.washingtonpost.com/world/2024/09/02/india-china-manufacturing-supply-chains/
https://archive.ph/xrWgm
https://prosperousamerica.org/chinese-companies-build-factories-in-mexico-to-exploit-friendshoring/
https://research-ip.com/brics-expansion-global-economic-growth/

Some American companies are diversifying their supply chains away from China, and setting up new supplier relationships in India. However, analysis of trade flows suggests that India is simply increasing their buys from China to satisfy the new US demand.

In several key industries--green energy, electronics, and medicine--India's dependency on China has soared. Instead of diversifying our risk, it is multiplied: American firms' exposure to China is still there, while adding India's.

India and China are both BRICS countries, along with Russia. Ironically as India's assembly plants replace China's in some US companies' supply chains, India's trade relationships with both China and Russia deepen.

一些美國公司正在將供應鏈多元化，遠離中國，並在印度建立新的供應商關係。 然而，對貿易流量的分析表明，印度只是增加從中國的購買，以滿足美國的新需求。

在綠色能源、電子和醫藥等幾個關鍵產業，印度對中國的依賴度急劇上升。 我們的風險非但沒有分散，反而倍增：美國公司對中國的風險敞口仍然存在，同時又增加了印度的風險敞口。

印度、中國和俄羅斯都是金磚國家。 諷刺的是，隨著印度的組裝廠在一些美國公司的供應鏈中取代中國的組裝廠，印度與中國和俄羅斯的貿易關係正在加深.