Beyond China

The latest GMO report, Beyond China, explores the significant shift in global supply chains away from China and the resulting investment opportunities.  

• Key drivers of this shift include geopolitical tensions, supply chain disruptions, and rising costs in China.  
• Emerging markets such as Vietnam, Mexico, and India are benefiting from this transition.  
• Specific sectors like industrial real estate, tech services, and consumer markets in these regions present strong investment potential.  
• The report outlines GMO’s strategy for capturing these opportunities through active management.  

For a deeper analysis of this structural shift, read the full report.