The Geopolitics of Supply Chains

After more than two decades of relying on China for offshore production, the nature of globalization is evolving, driven in large part by geopolitics. Supply chains are shifting in ways that are creating new complexities for companies, which must act to enhance their resilience, shield themselves from geopolitical risks, and seize opportunities in a changing world.

In this report, Lazard’s Geopolitical Advisory team examines the factors that made China the leading choice for offshoring, the reasons behind supply chain shifts, and evaluates five countries—India, Vietnam, Mexico, Poland, and Thailand—that are becoming increasingly prominent supply chain alternatives in an evolving geopolitical landscape.

The report highlights strengths and risks in each country, describes trends in foreign direct investment across different sectors, and provides a framework that can help guide companies in formulating entry strategies and setting investment priorities.

To access the full report, please click here.