Chinese stimulus plan – defend and spend
Don’t burst the bubble…
BA: WIND OF CHANGEMAERSK: BULLISH CALLXPO: HEDGE FUNDS ENGINEF: CHOPPING BOARDWTC: NEW RECORDZIM: BALANCE SHEET IN CHECKZIM: SURGING TGT: INVENTORY WATCHTGT: BIG EARNINGS MISSWMT: GENERAL MERCHANDISEWMT: AUTOMATIONWMT: MARGINS AND INVENTORYWMT: ECOMM LOSSESWMT: ECOMM BOOMWMT: RESILIENCEWMT: INVENTORY WATCH
BA: WIND OF CHANGEMAERSK: BULLISH CALLXPO: HEDGE FUNDS ENGINEF: CHOPPING BOARDWTC: NEW RECORDZIM: BALANCE SHEET IN CHECKZIM: SURGING TGT: INVENTORY WATCHTGT: BIG EARNINGS MISSWMT: GENERAL MERCHANDISEWMT: AUTOMATIONWMT: MARGINS AND INVENTORYWMT: ECOMM LOSSESWMT: ECOMM BOOMWMT: RESILIENCEWMT: INVENTORY WATCH
Words are important. The names we give to things ascribe meaning to them, but they also provide insight into the thought processes, and eagle-eyed supply chain observers with a keen eye on geopolitical language may have detected a shift in the way leading politicians are talking about global trade. This has been illuminated by an edifying article from Transport Intelligence founder John Manners-Bell, who looks at how terms such as “de-coupling” and “de-globalisation” have begun to cause rifts between trading partners and were increasingly “regarded as being aggressively anti-Chinese in nature as they are understood to describe supply chain policies which are designed to isolate China from the rest of the world”. And thus we have “de-risking” now making its way into common parlance.
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