What I Learned This Week

“The high price of breaking up global supply chains.” Supply chains are transforming as globalization ends. What are the implications? How to invest.

So reads the headline of a recent opinion piece by Harvard University professor Willy Shih in the Nikkei Asian Review, summarizing how consumers will suffer as the U.S.-China trade war strains production, and markets and regulations fragment. In recent WILTWs, we have argued that the escalating trade war is creating two separate technology ecosystems, shifting global supply chains, accelerating an arms race for technology supremacy, and driving the balkanization of the internet and a new Cold War. Now, resurgent tensions between Japan and South Korea signals the potential start of a global trade-war contagion (see bullet #1). Japan’s export restrictions on Korea combined with recent moves b…

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