To The Moon

Supply chains have actually evolved for the better in some places — particularly in Asia — despite all the challenges since 2020 as COVID-19 roiled global trade.

Businesses in Asia have done better at weathering shifts in geopolitics, in 3 ways:

• Concentrating on building up the inventories

• Diversifying their products

• Make friends and maintaining smooth trade ties

As the scale of trade in Asia, raw materials, components and processed and consumer goods are flowing freely and in large amounts between countries.

Ultimately, businesses want to do business, not geopolitics. For the US, hoping that one day the great American supply chain will emerge is misguided.

Because of geopolitics, leading to today’s global inflation and uncharted interest rate hikes, there are some silver linings to note especially in Asia.

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