Supply Chain Research

Supply Chain Edge: India’s future, pork’s tariffs and Sonos Inc.’s headphones

June 21, 2024

• In new research this week, we dig into the impact of the Indian elections on the country’s attractions as a reshoring location and find that an attractive domestic market, production incentives and active trade policy are likely to continue, albeit with some adaptations.
• Tensions bet... Read more →

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Supply Chain Edge: Beyond AI, refrigerator reflation, limited Red Sea scope

March 1, 2024

• In new research, we take a deep dive into the semiconductor sector and find that the excitement around AI is hiding a sluggish recovery in consumer, mobility and industrial activity. The sector will remain at the nexus of industrial and national security policies. Elsewhere in technology, we... Read more →

Supply Chain Edge: Tariff man dons his cape once more; Australia gets more Pacific

February 9, 2024

• The impact of Red Sea shipping disruptions is becoming clearer. In new research, we look at the impact on Australian supply chains of both shipping challenges and port strikes. Container shipping prices are falling, partly due to expectations of excess supply. Taiwan’s government is not conc... Read more →

Supply Chain Edge: Right place, right time – outlook for Q3’23

June 30, 2023

• S&P Global Market Intelligence’s outlook for the rest of 2023 and beyond finds that supply chain operations are mostly close to normal, and that trade activity will recover late in 2023. Policy events to watch include US-mainland China tariff relations, EU environment policy and the war in U... Read more →

WH Group, JBS may turn to Philippines as U.S. pork exports are chopped

January 20, 2021

The Philippines could triple its imports of pork in 2021 to alleviate price inflation caused by the spread of swine flu. Historically the Philippines has only been a minor importer being the 31st largest importer globally in 2019 with shipments led by Jollibee Foods. Sales to the Philippines m... Read more →

Indonesia’s RCEP opportunities led by apparel, risks for autos

November 16, 2020

The signing of the Regional Comprehensive Economic Partnership (RCEP) trade deal will bring greatly reduced tariffs and facilitated trade to a group of 15 countries including the ASEAN group, China, South Korea, Japan, Australia and New Zealand. The deal must be ratified by six ASEAN and three... Read more →

Slow semiconductors in the Philippines drives bottom three performance in Asia

June 11, 2020

Global trade activity in the Philippines collapsed in April with a 59.8% year over year drop led by a 65.3% slump in imports. That reflects widespread manufacturing and retail closures. There was also a 41.9% drop in exports of semiconductors, the largest export line, which is a marked contras... Read more →

No-one wins as coronavirus spreads but not all exporters will see a decline

April 8, 2020

The Asian Development Bank forecasts that the coronavirus outbreak will cut Asian export activity by 7.1% year over year in 2020, including an 8.5% dip in exports from China. Not all countries are expected to fall with the Philippines and Vietnam expected to grow by 0.8% and 5.8% respectively.... Read more →

Philippines’ moment of trade health may prove fleeting in face of COVID-19

February 13, 2020

International trade activity in the Philippines grew by 2.4% year over year in December, the first increase since March, driven by a 21.9% rebound in exports. It should be borne in mind though that Dec. 2018 was unusually weak and a 7.6% slide in imports across industrial materials would sugge... Read more →

2020 Outlook: The Year It All (Might) Go Wrong – Black Swan Risks

January 20, 2020

There’s no shortage of black swan risks – low probability, high impact events – that can lead to physical and / or financial disruption of global supply chains in 2020. We identify eight examples. A contested result to the U.S. election could cast doubt over the direction of trade policy and m... Read more →

Supply Chain Research

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