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17051884 No.17051884 [Reply] [Original]

Anti-globalization sentiment is flaring up all over the world right now.

How to to approach investments in a world that becomes increasing nationalistic and isolationist?

Normally I’d say the megacap multinational giants will keep winning. You got your Coke, Proctor and Gamble, Johnson and Johnson, Mondalez, Nestle, GlaxoSmithKline, Apple, etc etc. But what if these companies can no longer thrive in a world that rejects free trade? What if this is just the beginning of tariffs and trade restrictions?

Can countries develop their own strong brands?

Will there be a reversal of the trend of foreign investments in global treasuries and equities?

And most importantly, how do we allocate ourselves to best maximize profit and minimize loss?

>> No.17051991

people are only anti-globalization until gdp starts slipping, I don’t see any genuine isolationist movement outside of NK and it barely counts

>> No.17052007

>>17051884
This is an excellent observation and scenario to pose.

Picking stocks would now become a valuable skill again. There are great American companies who's market cap is only (or mainly) in the US. A lot of them are in logistics, transportation, and industrials. Can't speak for the rest of the world though.

>> No.17052098

YOGURT! <3

>> No.17052150

>>17051991
Protests all over the globe.
Look at the UK, and they don't even have much of a manufacturing industry to protect.
>>17052098
>3
>>17052007
good point... also defense companies

>> No.17052179

>>17052150
>Protests all over the globe
these are meaningless, what they’re really asking for is wealth distribution and privileges, they don’t care where it comes from.
Brexit has little to do with domestic British production, fundamentally it was a cynical bet that the EU will fail, and it will. When it does, the UK is no longer on the hook financially. That is the sole benefit of Brexit, anti-globalization may have been a rallying cry for the commons but London will continue being an international financial center and the UK will absolutely be opening its domestic consumer markets to American imports

>> No.17052220

>>17052179
fair points but the politicians will be changing their tune to match and intensify the direction the public is going in.

And you should note that the major investing banks have been expanding their presence in Paris as a result of this.