Trump tariffs could spark 'global trade war', warns industry think-tank
Donald Trump has indicated that he would implement new tariffs if returned to the White ...
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
There’s an interesting article in the South China Morning Post, confirming what many observers had suggested at the start of the tariff trade war: that regionalisation of supply chains is under way. Multinationals already swayed by digitalisation, sustainability and “the need for factories to be close to growing consumer markets” were planning to rethink. The tariff row between the US and China only accelerated the pace of change. “We are really focused on having very efficient, very secure, very reliable supply chains in terms of making them as regional as possible,” noted one manufacturer. However, “China will continue to be a huge production centre,” noted another.
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