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Which companies could gain as global supply chains shift from China – Part 3

May 29, 2020 / 08:20 AM IST
Which companies could gain as global supply chains shift from China – Part 3

China growth: Slowdown concerns in US and China, due to the trade war between the two countries, have caused global investors to worry. (Image: Getty Images)

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Highlights - Auto components’ makers geared for demand from import substitution - Jamna Auto, Gabriel, Munjal Showa, Subros and Lumax among key beneficiaries - Within capital goods, MNC subsidiaries in India may be better positioned - ABB and Siemens investing to expand manufacturing and product capabilities In this third edition of the investment series aimed at identifying opportunities arising from the shifting of global supply chains from China, we evaluate the case for auto components and capital goods sectors. In the first and second part of the series...

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