out of China. The US and European countries will almost certainly follow suit, Davidson said.
"Everybody knows we're going beat the crap out of Chinese supply chains," Davidson said. "To make it come back home," he continued, "you've got to believe in automation — robotics, AI, 3D printing. That's another whole industrial sector that becomes a lot more interesting to invest in."One of the biggest beneficiaries of the coronavirus crisis thus far has been Zoom. With schools and workplaces closed,to get their lessons, or work from home.
That's not likely to change when life goes back to normal, Davidson said. If anything, shopping online for many people is going to be the new normal, he said. And while Amazon has been the poster child for the trend, other companies are likely to benefit too, particular the companies that sell their own branded products directly to consumers, he said.One surprising area that he's bullish about is travel.
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