Conference Agenda
Overview and details of the sessions of this conference. Please select a date or location to show only sessions at that day or location. Please select a single session for detailed view (with abstracts and downloads if available).
Please note that all times are shown in the time zone of the conference. The current conference time is: 9th May 2025, 10:14:03am EDT
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Session Overview |
Session | ||
Track T7-1: Stakeholders, Politics, and Firm Behavior
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Presentations | ||
Partisan Friendshoring 1George Washington University; 2Georgetown University; 3Singapore Management University This study investigates how U.S. firms respond to geopolitical tensions by reorganizing their global supply chains and how CEO partisanship shapes such responses. Firms reduce import from foreign countries with diverging ideologies from the U.S., more so by firms whose CEOs are politically aligned with the U.S. administration. Following foreign elections that increase ideological distances, aligned CEOs cut imports from election countries by 40% more than misaligned ones. Potential mechanisms include aligned CEOs having heightened concerns for geopolitical risk and national security, and demonstrating support for the administration. These politically driven import decisions significantly reduce firm value and performance.
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