These stocks may be winners as the globalization trend reverses

multiple countries

There are some headwinds though. Payments continue to shift online, meaning countries may have more of a national interest to protect them or build their own for activities like tax collections and economic data indicators. while countries may want have control over those networks, Faucette expects a "combination" where global networks from partner countries can benefit, too.

Global payment companies like Visa and MasterCard already have a huge existing scale advantage, Faucette said —making them the logical low-cost alternative. And at the moment, China does not figure meaningfully into Morgan Stanley's investment for the "MVP stocks" — MasterCard, Visa, and PayPal.

Deutschland Neuesten Nachrichten, Deutschland Schlagzeilen