Next year is shaping up to be a good one for reshoring stocks, according to Societe Generale. The firm sees three major catalysts ahead for stocks tied to reshoring, which is the return of companies' overseas operations to the United States. For one, the reshoring trend should get a boost from the so-called One Big Beautiful Bill , which was signed into law in July, Societe Generale strategist Manish Kabra wrote in a note Monday. The most impactful measure in the law is the 100% bonus depreciation for qualified properties acquired and placed in service after January 2025, he said. That is a full reversal of the phasedown schedule outlined in the Tax Cuts and Jobs Act (TJCA), which aimed to eliminate bonus depreciation by 2027, he noted. "Accelerated depreciation is a net positive for compa
Societe Generale sees strong catalysts for reshoring in 2026. These names could benefit
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