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Deglobalization and supply chain investing: Positioning for the new era of trade realignment
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Deglobalization and supply chain investing: Positioning for the new era of trade realignment
Deglobalization is reshaping global commerce, driving a shift toward localized production, reshoring, and supply chain resilience due to geopolitical tensions and pandemic-era disruptions Investors can benefit from sectors like manufacturing, logistics, and energy, especially those aligned with domestic infrastructure, automation, and regional trade hubs Key investment themes include reshoring incentives, industrial real estate growth, and emerg…
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