
AAMEG Sundowner Event in Cape Town Ahead of Mining Indaba 2026
ANDAMAN PARTNERS is pleased to sponsor and support the AAMEG Pre-Indaba Cocktail.
ANDAMAN PARTNERS Co-Founder Rachel Wu shares perspectives on Asia’s changing role and the new patterns in global supply chains that are unfolding — and how business leaders and companies must adapt to these new circumstances.
Asia has become very prominent in global supply chains over the past 30 to 40 years. China, in particular, is a very special case; the country provides a very broad range of supplies to the world. But China is moving away from labour-intensive industries to high-tech and value-added sectors. It effectively competes with developed countries like the U.S., Germany, Japan and South Korea in the area of high-end manufacturing but also with developing countries across Asia and the world in the area of low- to medium-end manufacturing.
We all know the saying ‘Made in China.’ Then, it became ‘Well Made in China,’ and now the saying is ‘Intelligent Manufacturing in China.’ While the manufacturing base for light industries is gradually moving to Southeast Asia, India, Eastern Europe and Mexico, China is increasingly investing its R&D budget in sophisticated computing, communications, machinery and clean energy sectors.
Companies worldwide need to think differently about China and Asia’s changing role. For sectors from which China has withdrawn, do you have alternative supply chains set up? For sectors China is busy withdrawing from but still dominating, do you have strategies for alternative supply market selection and supplier development? For sectors that China is moving into but not yet dominating, do you have enough insights to understand how to leverage the opportunities from an early stage?
See the full video below for more analysis by ANDAMAN PARTNERS Co-Founder Rachel Wu.

ANDAMAN PARTNERS is pleased to sponsor and support the AAMEG Pre-Indaba Cocktail.

ANDAMAN PARTNERS Co-Founders Kobus van der Wath and Rachel Wu will attend the Future Minerals Forum (FMF) in Riyadh, Saudi Arabia.

ANDAMAN PARTNERS Co-Founders Kobus van der Wath and Rachel Wu will attend Investing in African Mining Indaba 2026 in Cape Town, South Africa.

China’s rise from 4% of world exports in 2000 to nearly 16% in 2024 reflects a two-decade structural transformation.

The world’s export landscape has been transformed over the past 80 years, from Trans-Atlantic dominance to Japan’s and China’s rise and mega-trading blocs.

China’s rise from a minor exporter to the centre of global manufacturing redefined world trade flows, reshaped supply chains and forced the global economy to evolve.