History is rhyming again. With the return of President-elect Donald Trump and a Republican Congress, the baseline supply chain policies that investors will have to deal with look a lot like those applied in the 2016 to 2020 period.
Manufacturing reshoring by global multinationals is key to economic development in frontier and emerging markets. Understanding the shifting dynamics can be critical to investment decision-making at both the country and sector level.
Are supply chains fixed or broken? In the second half of 2024, firms are having to deal with logistics network volatility. Heading into 2025, political and regulatory risks provide risks and opportunities for investors.