The conflict in Ukraine – and earlier events like Brexit - led prominent asset managers such as BlackRock to declare the “end of globalisation.” Where is globalisation headed? This talk will take a supply chain perspective on globalisation: why we buy from or sell to far off places and build global supply chains to get the goods from raw material suppliers to manufacturers, and eventually to consumers.
It will look at why globalisation is under threat – besides geopolitics, the supply chain is complicated by factors including its carbon footprint and modern slavery. While it is hard to imagine the end of globalisation, what does the future hold?
Professor ManMohan S. Sodhi