The U.S.-China trade war is accelerating a shift in supply chains across Asia that could work to the long term advantage of countries that are already working their way up the development ladder and potentially locking out those that are further behind. Vietnam is well ahead of the curve with electronics reaching 35.0% of exports in 2017 from 4.0% in 2000. More of the same likely as companies as diverse as Kyocera, Sumitomo, Brooks and HD Supply relocate. India meanwhile has not seen as rapid a development of high tech industry with machinery and electronics representing 15.7% of exports...
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