Egan-Jones report discusses China-led industry rollups reshaping global competition with skilled workforce.

A recent commentary by Egan-Jones sheds light on the significant impact of large-scale industry rollups, particularly led by China, on global competition and their implications for institutional investors and risk managers. The analysis points out that the surge in these rollups was initially backed by lower-cost labor and favorable regulations. However, the presence of a vast and competent engineering workforce has propelled advancements beyond initial projections. The commentary emphasizes China's robust position in this dynamic shift.