Untethering
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Untethering

Macro trends reshaping the 2020s and beyond

The world is changing in strange and unprecedented ways. While there are many ways to make sense of it, I’ve found it most helpful to observe the changes through the lens of these five macro forces:

  • Climate change and sustainability

These forces have been quietly brewing over the last two decades, and they are beginning to reshape the tectonic plates that we stand on today. COVID is proving to be an accelerant compelling these forces to pick up even more speed. When you mix them all together, what are the trends and themes that arise? Let’s take a peek into the crystal ball…

  1. As China weens off its dependency on the rest of the world by focusing on domestic demand and shoring up its critical industries, the rest of the world will also attempt to decouple from China— building up domestic manufacturing capabilities and setting up more diversified supply chains— which in turn will drive up demand for industrial robots and benefit the other manufacturing powerhouses like Germany, Korea, Vietnam, and Bangladesh.

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