Trends towards deglobalization and reshoring carry
enormous opportunities for developing economies
As developed economies continue to succumb to rising geopolitical risks and threats of geoeconomics, efforts to wean supply chains off China, the United States and other traditional global trade partners are likely to see increased momentum.
The corollary of these efforts will be increased trade activity in free-market economies in the developing world – both regionally and globally.
South-South trade is the fastest-growing segment of
global commerce
As strategic cooperation and trade between countries in the Global South grow, investors positioned within these blocs before they reach full activation will benefit from network effects that compound as integration deepens.
Increased trade in Global South economies is creating a
wave of supply chain formalization
Deglobalization trends and shifting trade alliances are creating opportunities to strengthen and formalize supply chains of developing economies.
Beyond investment in infrastructure, there is a rising shift from small, fragmented businesses to large and formal enterprises that will be powering the developing economies of the future. This transition is a rare and significant value-creation event happening across the Global South.
Investors who build or back the anchor enterprises that catalyze this formalization will capture returns uncommon in developed markets.
Hagne & Heman wants to be at the forefront of this shift — providing capital, strategic insights, management expertise, and infrastructure to power this secular tailwind