Indian companies are well positioned to capture opportunities arising from the China +1 strategy, according to a Bernstein analyst.
This shift in global supply chains matters because it allows multinational corporations to diversify production capacity outside of China. As these companies seek alternative manufacturing hubs, India is emerging as a primary destination for shifted investment and operational capacity.
Nandan Kulkarni, a senior research analyst at Bernstein, said the trend during an interview on CNBC-TV18 [1]. He said that the strategic move by global firms to add production locations beyond China creates significant market openings for Indian enterprises.
Kulkarni specifically highlighted the pharmaceutical sector as a primary beneficiary of this trend. He said, "Indian biopharma is well positioned for long-term growth" [1].
The China +1 strategy is designed to mitigate risk by ensuring that companies do not rely on a single geographic location for their entire supply chain. This diversification effort is driving a surge in interest toward Indian infrastructure and technical capabilities.
Kulkarni said, "Indian companies are well positioned to capture opportunities from the China +1 strategy" [1]. This positioning is expected to sustain growth for firms capable of meeting the quality and scale requirements of multinational partners.
“Indian companies are well positioned to capture opportunities from the China +1 strategy.”
The trend reflects a broader geopolitical shift where global corporations are prioritizing supply chain resilience over cost-optimization. By leveraging the China +1 strategy, India can transition from a regional player to a global manufacturing hub, particularly in high-value sectors like biopharmaceuticals where technical expertise and regulatory compliance are critical.
