Vietnam may face future tariffs, raising questions about India as an alternative. But sourcing safety depends on what you're making: apparel and footwear carry similar risks in both countries, while semiconductors and export-controlled tech require separate evaluation.
Vietnam is potentially risky and could be hit by tariff later. Is India safer? Yeah, we haven't talked too much about India. What's your take on India?
Yeah, well, I don't know. I mean, for example, for India, I would say it's not so much on the production. Like, for example, if we're talking about what we usually focus on—consumer goods, product like apparel or footwear—it's not. Right focus, but if we talk about different things, for example, for export control, that's that, or like semiconductor, or like more like a high-tech technology. That actually is something that we might want to look at because of course India is also focused on those like high-tech industry. They're also trying to do like semiconductor, right? So that would be. I wouldn't say it's like safer or not because that would be a different. Set of regulation or things that people need to consider if they move to India. So again, it really depends what they produce, and then so the risk is really different.
