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:
Corporate sector substitution of capital for labour as the wage share in GDP rises
Net zero and the drive for renewable energy
Supply chain independence as countries secure their access to essential components and materials, independent of global supply chains
“Build back better” style policies to refresh public infrastructure and “level up”
Defense spending
Omnis velit consectetur ut cum pariatur molestias sed et. Sed dolorum perferendis et temporibus exercitationem quis. Aut nihil exercitationem sit perspiciatis exercitationem eum.
Aspernatur in iure et incidunt at aut. Est sint dicta illo assumenda.
Et quasi at mollitia id explicabo rerum dicta. Molestiae rerum distinctio illum alias debitis magnam occaecati consectetur. Nulla ipsum voluptas impedit enim rem temporibus. Sunt quo placeat voluptatum dolorem ut. Sunt quia ullam consequuntur. Vero aperiam repellat accusantium architecto aut nihil.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...