Rife geopolitical tensions and multiple external shocks during the past few years have been rapidly transforming global supply chains and pushing firms to take strategic site-selection decisions. The need for economic resiliency is fostering a paradigm shift as companies are directing investments into the establishment of local and regional manufacturing and supply chain ecosystems while trade agreements become increasingly centered on national interest. Developed economies are ramping up investments and incentives to encourage their firms to relocate production lines to geographies closer to end consumers. Emerging markets, in contrast, are boosting R&D and manufacturing investments in several key industries, such as pharmaceuticals and semiconductors, as a part of their larger economic development plans.

This macroeconomic thought leadership explores global megatrends in the supply chain shifts, manufacturing localization, reshoring, and nearshoring landscape. An industry deep-dive will provide key insights into the supply chain and localized manufacturing investment trends. Investors, policy makers, and industry leaders will gain strategic insights on the dynamic global supply chains terrain, along with the emerging long-term growth opportunities in various sectors.

Three key topic areas covered in this research:
• Global Supply Chain Reorientation: Emerging Country Hotspots & Megatrends
• Industry Impacts and Trends: Semiconductors, Pharmaceuticals, Electric Vehicles, Food and Beverages
• Growth Opportunities