Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
Globalisation
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Square Mile: Asia Pacific ex Japan funds to watch
Square Mile’s Amaya Assan checks out the top performers and compelling newcomers
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Which emerging markets are winners and losers from deglobalisation?
Geopolitics and shifting supply chains are changing the landscape