Author: Just Summit Editorial Team
Source: Morgan Stanley
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Globalization is not disappearing, but it is changing shape as countries and companies reduce reliance on the U.S. and build more resilient supply chains, trade links, and financial buffers. This shift may create opportunities in markets that benefit from diversification, regional self-reliance, and a broader spread of economic power beyond the U.S.
At the same time, investors should expect more volatility as foreign exchange moves, political tensions, and policy shifts can affect returns across developed and emerging markets. For portfolios with global exposure, this environment favors careful diversification and a long-term view rather than dependence on any single country or system.
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