Shifting supply chains signal EM opportunities

Global supply chains are undergoing a rebalancing that will dramatically reshape trade in the coming decade.

According to a whitepaper by Eastspring Investments, business leaders foresee significant changes, acknowledging that while this rebalancing will incur higher costs, the price of inaction could be even steeper. India, Mexico, and emerging markets in Southeast Asia, Europe, and South America are expected to play increasingly prominent roles in global value chains and trade.

With global supply chain rebalancing creating a significant opportunity for emerging markets with the necessary resources and readiness, Eastspring Investments believes investors may need to consider a more focused approach to their emerging markets exposure to benefit from the return opportunities arising from these shifting dynamics.

Download the whitepaper here.