Category: China

Panjiva In The News

  • By Josh Green
  • · February 20, 2009
  • ·

It’s been a busy few weeks at Panjiva.  We launched coverage of all industries, released new data showing the effect of the economic downturn on the global supply chain, and began working with a great new customer — The Home Depot®.  Thought I’d share some snippets from the press coverage we’ve received: Financial Times “Josh […]

Read more →

Protectionism Without The Protection?

  • By Josh Green
  • · February 16, 2009
  • ·

A watered-down “Buy America” provision will be part of the U.S. stimulus package.  Yesterday, on Meet The Press, senior White House adviser David Axelrod took pains to note that the provision respects U.S. treaty obligations. The text backs up Axelrod’s assertion.  Practically speaking, then, the “Buy America” provision will not have much of an effect […]

Read more →

Toy Suppliers Disappearing?

  • By Josh Green
  • · February 10, 2009
  • ·

On Monday, Bloomberg reported that lots of Chinese toy suppliers went out of business in 2008.  Not surprising, given the various product safety incidents of the last few years, as well as the general economic downturn.  The real question is, what lies ahead  for toy suppliers, and the companies that work with them? To answer […]

Read more →

Chinese Factories Have “Deferred Reopening”

  • By Josh Green
  • · February 6, 2009
  • ·

In today’s New York Times, there’s an interesting article by Keith Bradsher about workers in China that are struggling to find jobs as exports falter.  Citing information from an industry association, Bradsher writes that “many plants have deferred reopening for up to three weeks for lack of orders from the United States and Europe.” Will […]

Read more →

Is It Just China?

  • By Josh Green
  • · December 10, 2008
  • ·

On Monday, we released data showing the extent to which the economic downturn is decimating the global supply base.  Specifically, our analysis showed that there are fewer suppliers actively serving the U.S. market, and, of those that are active, many have suffered an alarming decline in the volume shipped to U.S. customers. We’ve received questions […]

Read more →

The Effect of the Downturn on the Quota Conversation

  • By Josh Green
  • · November 26, 2008
  • ·

Two interesting articles by James Morrissey: 1) The first notes that Chinese authorities are providing assistance to struggling factories — and that this assistance is leading some to call for action against China when quotas disappear at the end of this year. 2) The second notes that the Bush Administration sees no reason to keep […]

Read more →

Responding to Cost Increases In China / IndustryWeek

  • By Josh Green
  • · November 24, 2008
  • ·

Over at IndustryWeek, you’ll find Panjiva’s thoughts about how to respond to price increases in China. Given all the trouble that Chinese factories are having, are price increases really still a problem?  So far, yes.  Declining demand is leading to factory closures (see previous post), NOT downward pressure on wages. Our IndustryWeek piece evaluates three […]

Read more →

67,000 Factories

  • By Josh Green
  • · November 14, 2008
  • ·

Another article in the New York Times about factory closures in China.  According to government statistics, 67,000 Chinese factories closed in the first half of the year.  11,000 per month.  And that was BEFORE the global economic meltdown. It’s scary enough that all of these factories are closing.  It’s even scarier that these closures are […]

Read more →

China To The Rescue Of The Global Economy?

  • By Josh Green
  • · November 9, 2008
  • ·

David Barboza reports that the Chinese government has unveiled a massive economic stimulus package.  US$586 billion will be spent in the next two years on a wide variety of infrastructure projects.  Will this effort: A) Help Chinese authorities cope with unrest that is resulting from widespread factory closures? B) Provide infrastructure that will make China’s […]

Read more →

Even More Melamine — And No Solution In Sight

  • By Josh Green
  • · November 3, 2008
  • ·

As David Barboza reported over the weekend in The New York Times, Chinese authorities are expanding their melamine investigation.  Melamine is the toxic chemical that should not be making its way into the food supply chain — but that nevertheless has been.  By now, some may be tuning out news about food (and product) safety […]

Read more →