VCVOF - The Decade In Emerging Markets Starts Now
The coronavirus has exposed corporate America to weak links in global supply chains. As companies seek to reduce dependency on China, let’s examine implications for global investors, and identify those that stand to benefit within emerging and frontier markets.
Source: FT.com
Supply chains will also be affected by currency wars, nationalism, and protectionism, which are all on the rise -
Vikram Mansharamani - Author & Lecturer at Harvard University
Bloomberg recently reported “the world’s electronics makers are actively seeking ways to diversify their supply chains.” Apple for example, announced that over-ear AirPods will be manufactured