❓ Where is this company making its products?
❓ Is the company prepared for unexpected crises?
In the past, revenue and profit figures were enough. But in the era of deglobalization, that’s no longer true. Now, investors need to know where companies produce, who they partner with, and how much they depend on specific countries.
Take Apple, for example. iPhones used to be almost entirely assembled in China. But as U.S.–China tensions intensified, Apple quietly shifted some production to India. This didn’t just affect Apple—it disrupted suppliers, logistics firms, and even cybersecurity providers. 🍎
💣 In this era, resilience is a competitive edge.
🧠 It’s not just about “how much they make.” It’s about “how well they survive under pressure."
In an unpredictable world, companies need to diversify supply chains, rely on friendly nations, and avoid political risks. Businesses that master these strategies are the ones that deliver both stability and growth. 💪📊
🧠 Smart investor questions:
Which country is this company’s main production base?
How much do they depend on China?
What happens if war, trade restrictions, or conflict break out?
Are they shifting to friendly nations—or staying put?
What happens if war, trade restrictions, or conflict break out?
🧊 One final metaphor:
Global supply chains are like bridges on an icy lake. If one support slips, the whole bridge shakes. That’s why companies are now building bridges with many stable pillars. 🌉