• In new research this week, we take a deep dive into the impact of Red Sea shipping disruptions on the apparel industry. Should delays last until later in the year, the peak shipping season could be affected, while most firms for now see higher costs as a bigger challenge than delays. Elsewhere in consumer goods, toymakers see little growth in the start of 2024 and Australian wine is set to return to mainland China.
• The automotive industry appears relaxed about the disruptions from Red Sea shipping, despite early electric vehicle plant closures. BYD Auto Co. Ltd. may invest i...