Chinese stimulus plan – defend and spend

Don’t burst the bubble…

Oct 4, 2024• Comments•

The China conundrum Headlines

News / Box ship building in China hits new heights with 68.5% of global orders

China has become the undisputed front-runner in containership building, with an orderbook, extending to 2030, ...

China State Shipbuilding Corporation (CSSC) Playing the asset game The China conundrum

Dec 18, 2024• Comments•

Comment / Not the start of the decline of globalisation – just of China's dominance

Determined to have his FDR moment, Joe Biden’s latest policy seems likely to have put ...

Bidenomics deglobalisation Inflation Reduction Act Supply chain resilience The China conundrum

Nov 29, 2023• Comments•

Comment / Book review: The Death of Globalization, by John Manners-Bell

Appropriately, this book review is published the day after US president Joe Biden convened the ...

deglobalisation Inflation Reduction Act The China conundrum

Nov 28, 2023• Comments•

News / India unveils 'top-five shipbuilder' ambition as Xi slams 'de-Chinafication'

Just hours after Indian prime minister Narendra Modi laid out India’s ambition to become a ...

Belt and Road India Shining Playing the asset game The China conundrum The near-shoring shift

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Recommends / How diplomacy is changing the language of supply chains

Words are important. The names we give to things ascribe meaning to them, but they ...

deglobalisation The China conundrum The near-shoring shift

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Recommends / Are China’s ports and shipping companies being used to spy on the world?

The growing reach of China across the global port industry is a decades-long trend that ...

The China conundrum

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News / China could 'go it alone' – but does it really want to?

China has the capability – but lacks the desire – to “go it alone”, with ...

Forto Taiwan The China conundrum

Sep 7, 2023• Comments•

Premium / OceanX radar: Doom & gloom at the IMF; China's new plan; Bought in the US of A

Comment: Here comes the rain again

blanked sailings Cosco Deutsche Post-DHL Federal Maritime Commission HMM IMF MSC OceanX radar Rates: the eternal tango The China conundrum

Oct 17, 2022• Comments•

Premium / OceanX radar: The Queen, the War and the DB Schenker sale

Comment: Has the world changed or have I changed?

Calculating Capacity Customer-carrier relations DB Schenker OceanX radar Rates - the eternal tango Strike inaction The China conundrum War! What is it good for?

Sep 12, 2022• Comments•

Recommends / Five things to know about the Chinese logistics market this year

An interesting little bit of crystal ball gazing from US consultancy McKinsey from late February ...

automation China Logistics Group Congestion indigestion Merger Mania Rates - the eternal tango The China conundrum

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Premium / Supply chain radar: 2022 – the year of direct government intervention

Comment: If you are not at the table, you are on the menu

Congestion indigestion Magnesium shortages Political risk Port of Long Beach Port of Los Angeles Supply chain radar Supply chain resilience supply chain risk The China conundrum Turning off the urea tap

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Premium / Against the odds: Goodbye 2021, hello 2022 – the year of force majeure

Comment: Pay more and wait longer in 2022

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People / Vishal Sharma is DB Schenker's new CEO of Greater China Cluster

DB Schenker has appointed Vishal Sharma (above) as its new CEO of the Greater China ...

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BYD EU-China trade war SAIC The China conundrum Trade tariffs US-China trade war China State Shipbuilding Corporation (CSSC) Playing the asset game Bidenomics deglobalisation Inflation Reduction Act Supply chain resilience Belt and Road India Shining The near-shoring shift Forto Taiwan blanked sailings Cosco Deutsche Post-DHL Federal Maritime Commission HMM IMF MSC OceanX radar Rates: the eternal tango Calculating Capacity Customer-carrier relations DB Schenker Rates - the eternal tango Strike inaction War! What is it good for? automation China Logistics Group Congestion indigestion Merger Mania Magnesium shortages Political risk Port of Long Beach Port of Los Angeles Supply chain radar supply chain risk Turning off the urea tap Ad Blue Against the odds Australia Black gold Rate inflation South Korea Va va voom... India