Tuck Knowledge in Practice
In this episode of the Knowledge in Practice Podcast, Davin Chor [https://tuck.dartmouth.edu/faculty/faculty-directory/davin-chor] discusses his new working paper, An Anatomy of the Great Reallocation in U.S. Supply Chain Trade [https://www.nber.org/papers/w34490]. Chor explains how global trade—once seen as a settled issue—has returned to the center of economic and political debate, reshaping how firms think about sourcing, risk, and resilience. Tracing the impact of U.S. tariffs introduced in 2018 and intensified in recent years, he shows how American companies have steadily shifted supply chains away from China, with lasting consequences for consumers and managers alike. As Chor puts it, “We’ve come full circle in 25 years—China’s share of U.S. imports is now back to where it was when China joined the WTO.” The conversation explores who has gained from this shift, why it’s better described as selective decoupling rather than deglobalization, and what business leaders should expect as trade uncertainty becomes the new normal. Davin Chor is the Michael G. Fisch 1983 Professor at Tuck and a chair in Dartmouth's academic cluster on globalization, which studies the far-reaching repercussions of globalization on world markets, governments, trade, and society. Professor Chor's current research focuses on international trade and political economy.
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