Globalization Backlash and Government Disruption: Market Implications for Company Valuation

An analysis of two macro forces reshaping markets: globalization's four-decade rise and subsequent backlash, and technology-driven disruption now entering the political arena. The author examines winners (China, consumers, global institutions, financial markets) and losers (Japan, Europe, displaced workers) from globalization, using classroom observations and economic data to understand current market dynamics without partisan bias.