reshoring

Ten Interesting Charts This Month

At the beginning of this year, we thought that AI is still going to be the major investment theme this year – with five out of ten themes related to AI – but also highlighted that investors will become more discerning in who are able to produce adequate return on investments. Whereas both hyperscalers –ContinueContinue reading “Ten Interesting Charts This Month”

Lessons from Japan: Automation and Reshoring of Supply Chain

Download PDF: automation-and-reshoring-of-supply-chainDownload There are two main drivers of global deflationary trend in the past 30 years: rising global trade allowed by the shift towards greater openness in China and former Soviet countries and the explosion of productive-age population facilitated by the baby boomer generation (Chart 1). In 1989, the wage gap between the developedContinueContinue reading “Lessons from Japan: Automation and Reshoring of Supply Chain”