Mohamed El-Erian foresees an era of deglobalization with less dynamic productivity and higher industrial concentration. China's change to the recycling industry is a good example of how ...
Recently, a trend toward deglobalization has been taken as a given, prompted by the rise of protectionism, nativism, and a series of highly costly supply chain and market access disruptions. However, ...
Prologis stock has underperformed the S&P 500 in the past year. Deglobalization could lead to increased demand for warehouse and production capacity, benefiting Prologis. Current valuation suggests ...