Issue 8: Love Thy Neighbour

28 November 2024

The upward trend in global US$ exports remains intact. Globalisation is not reversing but evolving. Regional trade is driving world exports while world manufacturing production chains are transitioning from horizontal to vertical integrated as companies mitigate geopolitical risk by investing in self-sufficient and regionally focussed supply chains. Trading Post’s recommendation going forward for Europe is to focus on global EV, battery and renewable energy companies relocating to the continent, particularly Chinese, for the US on relocating tech companies and for Asia on global and local companies in the luxury, industrial and advanced technology space.