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After decades of globalization, many countries are pushing to bring manufacturing back home — who's positioned to capitalize on it.
Companies operating or building manufacturing plants in a country encouraging reshoring benefit from growing demand to establish new domestic production capacity — including industrial construction contractors, manufacturing equipment, and automation.
Domestic manufacturing in higher labor-cost economies relies heavily on automation to stay competitive — industrial robotics and automation companies benefit directly from this trend.
Companies whose business model relies on low-cost manufacturing in low-cost countries may lose competitive advantage if their major customers shift to domestic suppliers for policy, not just economic, reasons.
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This research is intended for general educational purposes only, does not constitute investment advice, and is not a prediction. Full details on the disclaimer page.