Core Insights - The article discusses the shift from globalization to "de-globalization," driven by geopolitical conflicts, trade protectionism, and supply chain disruptions due to the pandemic, leading to a focus on regionalization and security resilience [1][3] Group 1: Disruption of Old Models - The core driver of de-globalization is the pursuit of "security resilience" by businesses and governments, which sacrifices some efficiency and cost [3] - Companies that previously relied on low-cost, long supply chains for high profits are facing challenges, while those offering localized, high-security, and resilient solutions are poised for growth [4] Group 2: New Investment Opportunities - Wealth is being re-consolidated into economies with high regional collaboration capabilities [4] - Opportunities include: - **Reshoring and Upgrading of Domestic Manufacturing**: Companies utilizing automation, AI, and green energy for local or regional re-manufacturing will benefit, such as industrial automation equipment providers and smart logistics service companies [4][5] - **Beneficiaries of Regional Trade Agreements**: Companies in countries benefiting from trade agreements (e.g., RCEP, USMCA) will gain from tariff advantages and supply chain integration, with emerging economies like Southeast Asia and Mexico becoming new manufacturing hubs [5] - **Accumulation of Key Resources and Self-Sufficiency**: The rise in resource sovereignty awareness will increase the value of energy, critical minerals, and high-tech research, making investments in companies ensuring stable energy supply or possessing self-sufficient technologies attractive [7] Group 3: Strategies for Adaptation - Companies must regularly review their portfolio logic, questioning the security of their supply chains and the risks of regional trade barriers [7] - Diversifying country allocations is essential to mitigate geopolitical and trade risks, suggesting that core assets should be spread across different regional index funds [7]