>>10595580I don't know. Certainly there's now shift to the east, to China mainly. India is still behind, but maybe there will be shift to India if China will stop getting rich as fast as they are now.
Just look at automotive companies. Old OEMs are lagging behind and new Indian (Tata) and Chinese OEMs are strong and getting stronger. VW 30% or 40% of income was China, if they would lose China/Jetta whole OEM could collapse fast.
Same things are happening in other industries. USA and EU are certainly behind now in battery technology and electronics compared to China.
So India...maybe? I say it as EU citizen.
