India, ASEAN, Japan – the winners of the supply chain shifts

Eastspring Investments surveyed 150 senior executives across North America, Europe and Asia to understand how supply chain shifts are affecting businesses. “As global supply chains evolve, businesses are rebalancing to not only mitigate risks but also capture opportunities,” said Eastspring’s Chief Executive Officer and Interim Chief Investment Officer Bill Maldonado.

The survey identified India, ASEAN, Japan, Mexico, Emerging Europe and South America as winners of these shifts.

Eastspring highlights the attractiveness of India for investors: “With expanding opportunities across sectors, India is an attractive investment destination with growing weight in the MSCI EM Index (from 8.3% in Aug 2020 to 17.7% in Mar 2024).”

Furthermore, the study notes that Indonesia and Thailand are gaining a stronger foothold in the electric vehicle supply chain. Meanwhile, Tokio is investing in getting companies to reshore their supply chains back to Japan.

Download the full whitepaper “New anchors reshaping supply chains: Opportunities for investors” here.