Thoughts on a CapEx supercycle?
I saw this interesting article from the Man Institute about a potential surge in CapEx to boost sluggish worker productivity gains in the West. What is everyone's thoughts on this?
https://www.man.com/maninstitute/coming-capex-sup…
The reasons given in the article for this are:
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Corporate sector substitution of capital for labour as the wage share in GDP rises
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Net zero and the drive for renewable energy
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Supply chain independence as countries secure their access to essential components and materials, independent of global supply chains
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“Build back better” style policies to refresh public infrastructure and
“level up” -
Defense spending
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