With the rapid decrease in offshoring and foreign investment in China, and the advancement of a concept sometimes called “Fortress North America,” the potential of Mexico to benefit from this trend has never been greater. Mark Mansfield and Hal Kempfer explore what this means, how it mitigates supply chain risk globally, and some of the inherent challenges and strategic gains of realigning production and manufacturing to Mexico and Central America on this episode of STRAT.

Welcome to STRAT, the insightful podcast hosted by renowned risk assessment expert Hal Kempfer and investment banker Mark Mansfield. In this thought-provoking episode, India at a Crossroads, the hosts embark on a riveting exploration of India's unprecedented growth and challenges. As India's rapid GDP expansion propels it to the top of the population charts, they ponder whether it can outpace China as the world's manufacturing center. Delving into the crucial issue of the youth bulge, they examine its potential as a demographic dividend or a ticking time bomb. With a spotlight on the pressing pollution problems akin to China, Hal and Mark assess India's strategies to combat environmental challenges. Moreover, they critically scrutinize the quality of India's education system and its capacity to support a burgeoning industrial labor force. Kempfer and Mansfield unravel the complexities of India's future, offering insightful perspectives on the path it must chart to secure its place on the global stage.

Hal Kempfer and Mark Mansfield discuss what the China Challenge is for the United States, North America, Europe and the World. They discuss how slowing economic growth and an aging population are among the biggest challenges facing China and that includes a shift in the manufacturing base to Southeast Asia, Latin America and India.

The hosts also discuss Chips when the chips are down, and what China has learned from Russia's invasion of Taiwan. Plus, what will happen to China's trade relationships with export curbs slapped on materials used to make semiconductors.