There is a realisation that you cannot be part of any major supply chains, especially in high technology products and certain areas like solar cells, EVs, where it is not possible for you to do anything without being part of Chinese supply chains," said Sushant Singh, lecturer at Yale University, who has also been a researcher for public policy think tanks in India.
I quoted that paragraph from the article, as the realization even within India, that despite all the effort so far from Modi's government, they are too like most of Asia still depends with China Industrial supply chains.
This can be called as ice cold wake up realism for those politicians especially in US, UK and part of Euro that strive for the call of Friendshoring. India already have more capabilities for domestic supply chains then most of Southeast Asia or Latin America. However even they are still dependent with China supply chain.
That's why despite all hostility toward China, all securities cautions against potential PLAN incursions in the Indies ocean, India still need China. Personally I see this as part of reasons why India keep stay strong with BRICS.
If India with all her size and industrial capabilities still can't shake China, still need to become part of Chinese supply chains, then imagine what ASEAN for example can do ? What Mexico or Brazil or Argentina can do ? This is one of big reasons for most Global South consciously still keep strong engagement with China, despite they know well increasing US and West hostility and rivalry toward China.
The talk to disengage with China, Friendshoring is only can reduce disengagement. In fact many in market call it as 'cosmetic' disengagement with China.
Because if most Global South that now become main parts of Friendshoring can't disengage from China. Then can those in US and part of West that call disengagement from China, can afford to disengage from Global South ? Because that's what it need for total disengagement from China.
This is part of realism of increasing Multipolar world order that emerging for this last two decades. The supply chains of world industrial engines and tech dependency are actually big part of what makes it happen.
