Supply Chain Research

U.S.-China trade talks restart this week just as China restarts agricultural exports, which could be worth $1.5B in the next three months. Mexico’s imports have entered a downturn, but technology shipments including Foxconn’s are bucking the trend. Also: ZF’s exemption patience pays off but further supply chain shifts may be needed; Eldorado provides a golden opportunity in Brazil for COSCO Shipping; shipbuilding industry expects to stay afloat despite sinking orderbook; Trump set to shake up WTO developing economy rules by Oct. 24; no deal Brexit the default, preparedness lacking; and a...