Reshaping of Global Supply Chains Opens Up Opportunities
Companies with tariff resilience and pricing power are set to shine in 2026, according to Auritro Kundu of AGF Management.
Despite protectionist policies and geopolitical tension, opportunities exist among adaptable companies, says Auritro Kundu, Vice-President and Portfolio Manager at AGF Investments.
With deglobalization and rising tariffs, you've seen a reshaping of global supply chains. You've seen a change in pricing dynamics. You've seen a change in competitive advantages. It is creating distinct investment opportunities.
Kundu looks for companies that can adapt to these changes, stating "We spend a lot of time looking at opportunities. Deglobalization ... is not just a risk, but it's also a catalyst for us to strategically reposition the portfolios.
Author's summary: Opportunities arise among companies adapting to global supply chain changes.
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