Investors who watched the robotics space peak back in 2021 may see the current rally with apprehension. Back then, the narrative of a China-driven logistics and e-commerce boom sent robotics stocks to dizzying heights. What followed was China’s economy first slowing down, and then a pandemic-fueled demand shock. The sector fell hard.
To see this new rally as a sequel of 2021 would be to miss the entire picture. The resolution of those past pressures has given way to something fundamentally different. This new “super cycle” is built on a foundation far more diversified and technologically advanced than anything that came before.
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