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Bearings supply chain emerges as potential bottleneck trade theme

MarketWatch frames the next bottleneck trade as tied to bearings rather than microchips, pointing investors to industrial-linked beneficiaries.

Reported · Written up by our desk · Fund Industry

MarketWatch argues that the next potential bottleneck trade could be centered on bearings, not microchips.

In its view, disruptions or constraints in bearings supply could affect a range of industrial and machinery-related businesses, creating an investment theme around companies exposed to those components.

The outlet highlights industrial names it says could benefit from that scenario, though it characterizes the development broadly as a theme rather than a specific, single company outcome.

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