One of the hotly predicted trends of the coming years is the rise in reshoring as a reaction to the supply chain disruptions of recent years. A big part of this reshoring trend will be the increased adoption of robots and other automation technologies in industrialised countries, in particular in industries where in the past we had no robots (e.g. service industries). The naïve conclusion would be to avoid companies that benefit from global trade like logistics firms because bringing production to industrialised countries, there is less need to ship goods across the globe. But investors might apply a faulty logic there.
This morning I didn't receive the email. Is there any problem?
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Interesting... Like all the best insights, this has a big dose of counterintuitive about it.