There was a time when the rule was: “Make things anywhere in the world, as cheaply and quickly as possible.”, but that no longer applies. 📦

Now, companies are rebuilding their supply chains around trustworthy partners—so-called “friendly nations.” This shift is called deglobalization. 🌎

In the past, many U.S. companies concentrated production in China, but with rising U.S.–China tensions, semiconductor bans, and geopolitical risks, relying on China alone feels too risky. That’s why the U.S. is embracing reshoring—bringing production back home—or friendshoring—moving production to reliable partners like India, Mexico, or Vietnam..📦

This isn’t just foreign policy talk. It directly affects company earnings, stock prices, and your investment strategy...💡

📌 Quick recap: Reshoring: Bringing production back to the home country 🇺🇸 Friendshoring: Moving production to trusted allies 🤝 👉 Both aim to reduce “China risk.”

❓ Let’s ask a question: Where is Apple making iPhones?

They used to assemble most iPhones in Foxconn factories in China. But recently, Apple has started shifting production to India—to spread out the risk! 📱

And it’s not just Apple. Tesla, Intel, Qualcomm, and Nike are also reducing their dependence on China. Naturally, this also impacts their suppliers, logistics partners, and equipment providers. 🔄

🧠 Key questions for investors: Where does this company produce its goods? What happens if there’s a geopolitical conflict in that region? Could moving production actually raise costs? On the flip side, could this create new opportunities for emerging markets?

Supply chains are like a body’s blood vessels. If one part is blocked, the whole system suffers. That’s why companies are diversifying their “blood flow” (logistics and components) across multiple friendly nations. 🩸