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The "China+1" wave is becoming reality. Multinationals are actively diversifying supply chains away from China — and Vietnam, alongside India and Mexico, is emerging as a top destination.
But this opportunity doesn't come automatically. Vietnamese businesses need to actively position themselves in this wave.
Three Specific Opportunity Areas
1. Electronics manufacturing: Apple and Samsung are expanding in Vietnam. Opportunity for Vietnamese tier-2, tier-3 suppliers if they meet quality and ESG standards. 2. IT outsourcing services: As Chinese developer costs rise and geopolitical risks increase, Vietnam becomes a more attractive alternative. 3. Logistics & fulfillment: Goods no longer flow straight from China — Vietnam can become a transit hub.
“This is a generational opportunity. But the window won't stay open forever — companies that prepare well today will harvest in the next 5-10 years.”