ilmscore | Prediction Details
"and hence everybody wants to manufacture in house. Earlier for the last couple of decades, China was the manufacturing powerhouse of the world. Correct. And in some sense because they were so efficient they were exporting disinflation to the rest of the world and hence there was very little inflation and hence bond yields had come down interest rate had come down. Absolutely. And in some sense US bond yields decide the cost of capital for the rest of the world. Absolutely."
By CA Rachana Phadke Ranade | June 14, 2025 | Correct
From video
India vs Global Economy 2025 | What Investors Need to Know ft. Prashant Sharma | CA Rachana Ranade 00:03:59 - 00:04:23
Interpreted Prediction
A global shift towards in-house manufacturing is occurring, moving away from China's dominance, which previously exported disinflation and lowered global interest rates.
AI Evaluation Notes
Recent reports indicate a growing trend of companies reshoring manufacturing, but China remains a significant manufacturing hub. The shift is happening, but not completely away from China.

Prediction Details

Topic
Manufacturing Reshoring

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