China’s Industrial Dominance & India & Mexico's Future

In this video, we’ll explore China’s rise—fueled by foreign investment and manufacturing—the China of 2025 has a near strangle-hold on refined critical minerals, intermediate manufacturing inputs, and, increasingly, high-tech products such as EV’s, solar photovoltaics, and lithium ion batteries. After the Evergrande real estate crisis, even more resources flowed into China’s industrial sector—this, coupled with lagging domestic demand and the US-China trade war—lead to an overcapacity in Chinese manufacturing. Such a situation is potentially one of the most innovative geopolitical weapons ever devised—this manufacturing over capacity not only has the potential to threaten the growth of certain emerging markets in Asia and South America, but it also creates a funnel of industrial dependency across the globe. Here, we’ll explore this economic data in detail—we’ll also discuss the prospects for countries like India and Mexico. India—a co-member of BRICS, but, on the best of days, a rival of China, will face an uphill battle in attempting to grow its manufacturing sector in the face of Chinese competition and state-subsidized oversupply.