While China Plus One receives most of the attention, Europe Plus One is an equally important opportunity

Liked this AI Summary? Join our AI Workshop The global manufacturing narrative has largely revolved around the ‘China Plus One’ strategy as companies diversify supply chains away from China. But another structural shift is quietly taking shape. Europe, weighed down by an ageing workforce, high energy costs and mounting geopolitical uncertainty, is becoming a less competitive manufacturing base, creating fresh opportunities for countries such as India. In an interaction with Moneycontrol, Invesco MF’s Head of Equity Aditya Khemani believes investors are underestimating the significance of this trend. In this interview, he explains why ‘Europe Plus One’ could emerge as an…