18 Mar Hong Kong’s Gaw Capital bets on ‘China plus one’ opportunities in Vietnam and Mexico, AI-boom driven US office market growth to offset mainland woes
Posted at 01:30h
in Asia
Vietnam, India and Mexico are seen as countries most likely to capture business from China.“Vietnam and Mexico are easier as these two countries welcome [Chinese firms] setting up production facilities,” Gaw said. “But India doesn’t like domestic investment from China.“The biggest beneficiaries will be those...