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The great trade rearrangement

McKinsey

Electronics and contract manufacturing are harder to rearrange The average US China-rearrangement ratio is about 0.4, for electronics and textiles, and highest (more than 0.9) The vertical axis lists sectors such as electronics, textiles, machinery, metals, and more. are electronics, mostly laptops.

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The next innovation revolution—powered by AI

McKinsey

Complex manufactured product industries requiring multidisciplinary engineering There is a wide swath of industries in which the product design process requires a variety of engineering disciplines (for example, electronics, industrials, medical technology, semiconductors, automotive, and commercial aerospace).

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A new trade paradigm: How shifts in trade corridors could affect business

McKinsey

Trade in electronics could see the biggest shifts, followed by textiles and machinery. Resources across energy and mining could see substantial downstream effects. Sector-specific strategies are essential Electronics aren’t iron ore, and iron ore isn’t fashion. Start with electronics.