The Myanmar coup raises three areas of risk for industrial supply chains, particularly for apparel and luggage buyers. A pandemic-related demand surge has helped trade activity in the tool making industry, but rising freight costs are a challenge. Also: Nintendo shrugs off competition, logistics challenges to deliver higher score; looking peaky – S&P Global Platts container update, January 2021; global trade recovery may be more fragile than it appears; Indian budget brings more duties, more uncertainty; Biden blocks aluminum leniency, section 232 tariffs set to remain; and MSC makes fou...
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