Market Views: How could the deglobalisation of supply chains impact Asian investors?

Deglobalisation is not a new concept to investors, but what risks and opportunities would the decoupling and onshoring of the world’s supply chains present Asia’s investment landscape?

This story was first published by AsianInvestor.

Amid reports of deglobalisation having been accelerated by a post-Covid economy and geopolitical tensions, analysts have viewed the shift as an evolution of globalisation or reglobalisation as they eye investment opportunities in Asia. 

Economists have warned that the uncertain post-Covid recovery, the war in Ukraine and ongoing US-China trade tensions have spurred a shift towards a deglobalised world, characterised by more localised regulations and cross-border controls.

However, some investors warn against oversimplifying the phenomenon, while others do see opportunities.

Earlier this year, Rohit Sipahimalani, chief investment officer of...

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