While long-simmering trade tensions between the U.S. and China have left some investors on pins and needles, there are plenty of opportunities for investors to capitalize. Most recently, Societe Generale's head U.S. equity strategist Manish Kabra identified a few key stocks poised to benefit from the “reshoring” trend, where companies bring their overseas operations back home.
With both U.S. presidential candidates backing policies to incentivize domestic manufacturing, Kabra explained, “One trade that has worked under both of the last two administrations is our US Reshoring ‘beneficiary’ equities. This trade should continue to perform at least until the share of China imports comes down substantially, we believe.”
