Morgan Stanley IM: The Industrial Reset in Emerging Markets

In emerging markets, this capital expenditure revival is being supported by governments and better macro conditions. Jitania Kandhari and Saumya Jain explain.

Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness. Governments are at the heart of new industrial policies, pumping billions of dollars to revive their critical domestic industries and build friendlier supply chains.

In emerging markets, this capital expenditure revival is being supported by governments and better macro conditions.

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