The Investment Implications of Deglobalisation
How supply-chain localisation is reshaping manufacturing and capital expenditure
ET&A Research · 28 July 2026
The world is not abandoning trade, but it is becoming willing to pay more to make trade safer. As governments and companies shorten supply chains, duplicate production capacity and prioritise strategic resilience, deglobalisation is creating a new cycle of industrial investment—with significant opportunities and equally significant risks for investors.
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