China + 1 = The Future

24 Nov 2025 · 1 min
1:11

A short video advocating a "China plus one" supply-chain strategy: keep complex, high-volume, fast-moving SKUs in China while shifting simple or high-tariff SKUs to a second country (e.g., Vietnam, India, Mexico). The approach treats China as the production engine and a second country as insurance to reduce tariff, political and disruption risk while preserving cost and speed. The speaker promises a forthcoming decision framework to classify SKUs.

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