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Reshoring, Friend-Shoring & Supply Chain Shifts – From Global Realignment to ETF Strategies SUPPLY CHAIN · RE-SHORING · ETF Reshoring & Friend-Shoring: How Korea, Mexico, Southeast Asia, India – and ETFs – Fit Into the New Map How supply chain realignment is redrawing the global map – and where investors can find opportunities and risks on top of it 📅 Global supply chain trends as of 2025 ⏱ Reading time: about 15–20 minutes 📑 Table of Contents · Quick Overview Part 1. Reshoring & Friend-Shoring: Why Mexico, Korea, Southeast Asia, and India Are All Heating Up ① Why is reshoring happening “right now”? ② Why Korea? ...

📘 Part 1. When the World’s Factories Slow Down — What the Manufacturing Data Is Telling Us In early November 2025, the global economy once again found itself under the shadow of slowdown. After several years of post-pandemic recovery, global manufacturing has clearly entered a period of “cooling down.” According to the latest reports from the International Monetary Fund (IMF) and S&P Global, the Purchasing Managers’ Index (PMI) for major manufacturing countries has stayed below 50 for eight consecutive months. That is the longest stretch of contraction since COVID-19, and it signals that “demand shortfall” is spreading across the world’s production network. 1️⃣ Manufacturing PMI: A World Map Below 50 China: 49.3 (below 50 for 7 straight months) South Korea: 48.8 (new export orders −5.2%) Japan: 48.7 (export slowdown + rising costs) Germany: 44.9 (lowest since the 2012 eurozone debt crisis) United States (ISM Manufactur...