SMEs in Germany see India as the new focus for supply chain reorientation
German SMEs are increasingly turning their attention on India as they look to reorient their ...
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
Seeking Alpha writes: “Height Capital Markets is keeping a close watch on the tariff news impacting the automobile industry, waiting in particular for confirmation from Beijing on the cut of the 40% tariff on U.S. imports (it was 25% in July). The firm sees the Trump auto tariff claim giving the biggest benefit to Mercedes-Benz and BMW due to the sizable level of SUV shipments to China from the U.S., while Ford and General Motors have a smaller benefit because they already produce locally in China through joint ventures. Tesla is also a beneficiary since its China plant is seen as being at least two years away.”
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