Supply Chain Research

Japan’s trade surge continued for a tenth straight month in September, led by a 14% growth in exports. That outstripped a 12% expansion in imports, repeating a pattern seen across Asia in September. The chemicals industry led the growth in exports, including a 59% jump in pharmaceuticals exports, marking a contrast to the slowdown seen in Indian healthcare exports. The transport sector was left behind with growth of just 3%. Shipbuilding exports fell as Chinese and South Korean yards. Exports of completed autos only grew by 3%, and will likely struggle in the coming months after Nissan’s...