China's rapidly ageing population is eroding its manufacturing edge, creating openings for India and other low-cost producers. The shift reshapes global supply chains and could accelerate a re-balancing of industrial power.
View full episode →“China will become the top global power by 2050, maintaining a leading position for decades”
“India will reach a comparable global power status by 2050‑2060, driven by a post‑2020 “uncoiling” of economic energy”
“India’s demographic advantage will fuel its rise, but internal governance challenges must be resolved”