- Last week, fund managers from around the world gathered in Tokyo to discuss Japan's future in a new cold war.
- Geopolitics is increasingly colliding with labour shortages, leading companies to turn to automation as an answer.
- China has implemented a campaign called Made in China 2025 to become more self-sufficient in tech and manufacturing.
- The US has passed the Inflation Reduction Act and the Chips and Science Act in 2023 to harden their decoupling from China.
- Factory automation sales have been at record highs, with exports from Japan to the US increasing significantly.
The politics of deglobalisation favours the robots
As labour supply problems persist, automation sales are hotting up
