Vietnam and India's rise - ideal alternatives for investors who want to reduce their exposure to China?

By Silvano Grimaldi, CEO of the independent asset management GRIMALDI & PARTNERS AG

The current status of China engagement for companies

In recent decades, China has experienced remarkable economic development and has become a major player in the global market. Many investors have invested in China and benefited from the advantages of low-cost production and a large sales market. However, more and more investors are concerned about rising costs, political uncertainties and increasing competition in China. Therefore, they are looking for new investment opportunities to reduce their exposure to China while maintaining their presence in Asia.

Understanding the rise of Vietnam as an alternative

Vietnam has experienced impressive economic development in recent years and has become an attractive destination for companies wanting to reduce their exposure to China. With a strong manufacturing industry, low labor costs and a growing middle class, Vietnam offers numerous opportunities for companies to expand their business activities. In addition, ................................

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