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Treat Your Supply Chain Like a Portfolio: Why Flexibility Matters Now

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The signal

Harvard Business Review research highlights that modern supply chains face constant disruption from tariff conflicts, export controls on critical materials, geopolitical realignment, and regional conflicts.

Traditional supply chain planning tools were designed for stability, leaving companies unprepared.

The article proposes treating supply chains as portfolios of options where companies can defer investments, exit unfavorable positions, expand in promising regions, and adapt as policies change.

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