Earlier quoted context omitted.
The Chinese supply chains that eventually build the iPhone grew from economic development zones in the 80s. India isn't starting from zero, but it's also not going to replicate that within a decade. Assuming it could - we don't know if democracies can direct capital development the same way authoritarian state capitalism could. I think India should be fine, at least in the short term, if only because Chinese manufact…
"Chinese manufacturing want to migrate to ASEAN" curious, what do you mean by that? "China will spin up African manufacturing" you think that will work? also, my limited understanding is that china is after africa's natural resources, infrastructure etc, not people.
As for Africa, they're already paying for the infrastructure, if resources is near by, it makes sense to consolidate manufacturing. And geopolitical it's preferable to boosting the development of India, an immediate regional competitor. Also Africa is fragmented and easier to negotiate with, have similar demographics to India (lots of young), more willing to learn mandarin. Alternatively, we're not even sure if massive manufacturing nations are viable with automation. Regardless there's