Category: Supply Chain Risk

Panjiva in the News: Is April Trade Data Reason for Optimism?

  • By Josh Green
  • · June 4, 2009
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Earlier this week, Panjiva released data showing that, after several months of free-fall, the number of global manufacturers shipping to the U.S. market appears to have stabilized.  Of course, there’s still a lot of risk in the system, as highlighted in many of the news accounts of our analysis.  Here’s a sampling of the coverage: […]

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April Trade Data: Reason For Optimism?

  • By Josh Green
  • · June 1, 2009
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On Friday, I told The New York Times: “The free fall in global trade seems to have halted.” The graph below summarizes the data behind the quote.  As you can see, after four months of free fall in the number of manufacturers shipping to American customers, there were increases from February to March (~2%), and […]

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Visteon and Metaldyne: Post Mortems

  • By Josh Green
  • · May 29, 2009
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Yesterday Visteon, a major auto parts supplier, filed for Chapter 11.  So did Metaldyne.  Both have global supply chains, so our research team took a look at their shipping data — to see if there were tell-tale signs that these companies were in trouble. Indeed, things looked grim starting for Visteon in January of 2008: […]

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Panjiva in NY Times

  • By Josh Green
  • · May 29, 2009
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The data behind the quote is coming Monday… “The free fall in global trade seems to have halted,” said Josh Green, the chief executive of Panjiva…  http://www.nytimes.com/2009/05/29/business/economy/29norris.html?_r=1&ref=business

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Reuters, SinoScreen: Panjiva In The News

  • By Josh Green
  • · May 15, 2009
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Thought you’d be interested in some of the recent coverage of Panjiva’s March data, as well as our recent initiative with Sinosure.  Lots of good commentary including, for the first time, thoughtful criticism. Reuters: “On a basic level, the greatest threat companies on the watch list pose is that these factories could go out of […]

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Panjiva SinoScreen: Assess Risk in Your Chinese Supply Chain

  • By Josh Green
  • · April 29, 2009
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Earlier today, Panjiva announced an exclusive relationship with Sinosure, the leading provider of information on the financial health of Chinese companies.  Now we’re moving quickly to provide you with the tools necessary to assess the health of your Chinese supply chain. Specifically, I’m excited to tell you about Panjiva SinoScreen — a diagnostic tool that […]

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Sinosure and Panjiva: Providing Transparency (!) in China

  • By Josh Green
  • · April 29, 2009
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Over the last few years, I’ve heard many complaints about the lack of reliable information on companies around the world.  However, I’ve heard one complaint more than any other: “There just isn’t good information on the financial health of Chinese companies.” Today, I’m pleased to announce that Panjiva is tackling this problem head on, by […]

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Panjiva’s March Manufacturer Data: Have We Hit Bottom?

  • By Josh Green
  • · April 28, 2009
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New data from the Panjiva research team.  Interestingly, our analysis of the U.S. shipping data through March seems to back up U.S. Treasury Secretary Tim Geithner’s recent claim that “the decline in world trade may be abating.”  Specifically, from February to March, there was a slight increase in the number of companies shipping to U.S. […]

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From January to February: 10% Decline in Manufacturers Shipping to U.S.

  • By Josh Green
  • · April 5, 2009
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Last week, President Obama warned that the United States is unlikely to return to its role as a “voracious consumer market.”  If he’s right, the effect on global manufacturers is likely to be profound.  Panjiva’s latest analysis of February shipping data illustrates this point. From January 2009 to February 2009, in just a single month, […]

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Panjiva In The News

  • By Josh Green
  • · April 2, 2009
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Thought I’d share some of the recent mentions of Panjiva across the web. Associated Press “One in four major Chinese manufacturers shipped less than half as much to U.S. customers in November through January than they did a year earlier, [Panjiva CEO Josh Green] said.” http://www.newsweek.com/id/191598 CIO “Panjiva data shows that 132 of the Big […]

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