One result of the coronavirus crisis looks likely to be a remaking of global supply chains. An increased focus from policymakers and executives on security of supply, amid rising tensions between China and the rest of the world, should lead to the creation of better-connected local supply hubs. But investors should take note: not all companies are best placed for this transition.
新型冠狀病毒危機造成的後果之一,看起來很可能是全球供應鏈面臨重構。在中國與世界其它地區關係日益緊張的背景下,政策制定者和企業高階主管會更加註重供應安全,這應會催生聯繫更緊密的本土供應樞紐。但投資者應該注意:面對這一轉變,並非所有公司都有優勢。
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