Supply Chain Research

A further escalation in tensions in Hong Kong loom, raising the risk of U.S. intervention via trade policy – the electronics sector could be among the biggest losers if that happens. Vietnam looks set to be the next target for the Trump administration’s tariff policies. Also: Ralph Lauren follows the fashion for baggy inventories; Vestas leads Indian export, U.S. import wind booms; Chevron looks elsewhere, Valero waits as Venezuelan taps are turned off; China export outlook better, but still bad; Canadian elections become the critical path to USMCA passage; and China talks end early with...