Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI could fuel factory reshoring to developed markets, says CIO of Tema ETFAI could push companies to bring manufacturing back to developed economies as the labor cost arbitrage opportunity shrinks, according to Yuri Khodjamirian, chief investment officer of Tema ETF.
This trend has also driven up shares of construction materials stocks, he added.
Persons:
Yuri Khodjamirian
Locations:
Tema