Category: China Supply Chain Strategy

Apple Shares in Freefall Due to Effect of Product Strategy and Supply Network Implications

Financial headlines this week are keenly focused on a building decline in technology stocks being led by Apple and its perceived shifting of iPhone product strategy that is now cascading across the hardware supply network.

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The U.S. Mid-Term Elections: The Next Determinant of Global Trade and Tariff Risks

This Supply Chain Matters blog commentary is penned three days before the mid-term elections in the United States, an election that likely has voters contemplating many issues including a vote on the impacts of tariffs on individual businesses and industries.

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Noteworthy Announcement from JD.com- Supporting Domestic China Parcel Delivery

Chinese online commerce provider JD.com made what Supply Chain Matters views as a noteworthy announcement, namely that the E-commerce provider will leverage its own deployed logistics capabilities to offer parcel delivery services across select areas of China to a broader population of consumers and businesses.

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Supply Chain Matters Insights from the Global Trade War Front- September 20, 2018

The Supply Chain Matters blog provides our September 20 update and insights commentary on the pace and impact of global trade and tariff events impacting global and industry supply chains.

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Global Business and Supply Chain Indices Point to Added Uncertainties

With the current backdrop of increasing global trade and tariff developments has all eyes focused of the ongoing impacts to global supply chain activity levels. The latest July-August 2018 data points to a slight firming of output data but at the same time, increasing uncertainty as to future output impacts.

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The Globe’s Largest Pork Producer Caught in the Crossfire of Tariff Tensions

This Supply Chain Matters commentary serves as a side-panel to our prior posting: Supply Chain Matters Insights from the Global Trade War August 24 , 2018. We wanted to highlight a perspective of a Chinese enterprise, who previously diversified into the U.S., also being impacted by ongoing tariff dynamics.

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Supply Chain Matters Insights from the Global Trade War Front- July 20, 2018 Edition

The Supply Chain Matters blog provides our July 20 weekly update and insights commentary on the pace and impact of global trade and tariff events impacting global and industry supply chains.

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Report Of Labor Violation Conditions at Factory Producing Amazon Branded Products

Reuters reports that a major U.S. based labor watchdog group, China Labor Watch, criticized both Amazon and global contract manufacturing services provider Foxconn over what is described as harsh working conditions at an assembly factory in China.

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Little Progress in High-Level Trade Talks Among China and the United States

Supply Chain Matters provides a brief but important update to our streaming blog commentaries on global trade developments. New developments that occurred late last week regarding trade talks among China and the U.S. add new credence of the continued negative implications for geo-political global trade policy shifts on multi-industry supply chains, and specifically, the Apple supply chain.

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Global and Regional Trade Developments Move at a Rapid Pace and so Does Uncertainty Levels

Supply Chain Matters is once again compelled to provide a follow-up commentary related to global trade developments, specifically to the Trump Administration’s ongoing Make America Great mantra of aggressive trade actions that are rattling markets and adding to building uncertainty. Events continue to unfold daily, and markets and industries are becoming more concerned.

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