At least 35 per cent, or $400 billion worth of goods, that are sourced from China could shift to countries such as India, Thailand, Vietnam among others over the next 10 years, according to a study by US-based retail and supply chain solutions firm DCB and Company.

A sharp spurt in transportation cost and an appreciating yuan is forcing global retail chains such as Wal-Mart, JC Penny, Target and Carrefour to look at India and other southeast Asian countries to source products with price points of $25 and below.

What are the implications for other economies and, what will be the impact in the informal economy?

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