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Shoring up supply chains

The Covid pandemic and other global disruptions have highlighted the need for resilient supply chains as opposed to only cost-efficient ones. Supply chain diversification—onshoring, near-shoring, and friend-shoring—is the new manufacturing mantra, with de-risking from China high on the priority list. Beijing now accounts for 18% of total US imported goods, down from 23% in 2018. Meanwhile, imports have shifted to other Asian nations, India, and Mexico over that time, according to Morgan Stanley Research.1 As companies move factories, new winners and losers will emerge, impacting global economies, trade routes, payments, and more.

Sources:

1. Untangling Supply Chain Linkages
These funds invest in regions that could benefit from ongoing shifts in global supply chains.
 Expense ratios shown in the table below are gross.

 

ETFs

Data as of ET
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Data quoted represents past performance. Past performance is not an indication of future results and investment returns and share prices will fluctuate on a daily basis. Your investment may be worth more or less than your original cost when you redeem your shares. Current performance may be lower or higher than the performance data quoted. For most recent month-end performance and current performance metrics, please click on the fund name.

Get insights from Morgan Stanley

Megatrends: Reshoring supply chains could offer these investment opportunities

Companies across industries have struggled in recent years with breakdowns in the global supply chain, leaving them vulnerable to lost opportunities. As a result, some US companies are considering whether to shift jobs, processes, and sourcing back home. Such “reshoring” efforts may require significant new capital investment and could lead to potential opportunities for investors over the next decade.
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Podcast: MS Research

How near-shoring and friend-shoring are transforming economies

As the world transitions to a multipolar model, on-shoring, near-shoring, and friend-shoring are already impacting economic growth. This episode looks at how economies in India, Mexico and Southeast Asia are quickly evolving.

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