Supply Chain Research

U.S. imports of products from China where tariffs have been applied fell 27.4% year over year in May, while U.S. exports only fell 13.9%. The resulting “win” for the Trump administration will likely lead to the continuation of tariffs. Also: Dell and HP are following different routes to deal with the risk of tariffs; FedEx looks for a golden opportunity in Colombia; Hyundai, GE could be targets for ZIM’s new 2M-affiliate service; Hapag-Lloyd picks a plum opportunity with reefer investment; Suzuki, Marubeni face India dumping case as steel intervention widens; Stevedores start to suffer f...