Chinese stimulus plan – defend and spend
Don’t burst the bubble…
DSV: STAR OF THE WEEKDSV: FLAWLESS EXECUTIONKNIN: ANOTHER LOWWTC: TAKING PROFITMAERSK: HAMMEREDZIM: PAINFUL END OF STRIKE STLA: PAYOUT RISKAMZN: GOING NOWHEREAMZN: SEASONAL PEAK PREPARATIONSJBHT: LVL PARTNERSHIPHD: MACRO READING AND DISCONNECTSTLA: 'FALLING LEAVES'STLA: THE STEEP DROP
DSV: STAR OF THE WEEKDSV: FLAWLESS EXECUTIONKNIN: ANOTHER LOWWTC: TAKING PROFITMAERSK: HAMMEREDZIM: PAINFUL END OF STRIKE STLA: PAYOUT RISKAMZN: GOING NOWHEREAMZN: SEASONAL PEAK PREPARATIONSJBHT: LVL PARTNERSHIPHD: MACRO READING AND DISCONNECTSTLA: 'FALLING LEAVES'STLA: THE STEEP DROP
Here’s a tail-risk on the horizon for those in the hi-tech logistics business. A fire at a computer chip plant in the eastern Chinese city of Wuxi has threatened to curtail the production of the sort of chips used in smartphones and tablets – Apple and Samsung are among its largest customers – by some 15%. Although current high inventories of chips are expected to mean smartphone production could continue unabated for another two months, there could well be problems down the line, if you’ll excuse the pun.
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