Supply Chain Shifts Boost India, South Asia’s Industrial Growth
News: A report by Cushman & Wakefield highlights that ongoing supply chain diversification, triggered by trade tensions and tariff policies, is benefiting industrial hubs and commercial real estate in India and Southeast Asia.
The report, titled Trump 2.0: The First 100 Days, notes that while trade uncertainty has increased due to potential policy shifts in a second Trump term, Asia Pacific’s strong fundamentals are cushioning the impact.
Key highlights include:
Manufacturers are actively redesigning supply chains, accelerating the China+1 strategy.
India, Indonesia, and the Philippines are seeing strong office space absorption.
APAC recorded 26 million sq. ft. of office space absorption in Q1 2025, a 20% YoY rise.
India and Southeast Asia are the primary beneficiaries of the industrial shift.
Real estate markets remain resilient despite investor caution amid policy uncertainty.
Source: The Economic Times
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