Supply Chain Edge: Right place, right time – outlook for Q3’23 — Panjiva
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Supply Chain Edge: Right place, right time – outlook for Q3’23

Business Sentiment 201 China 2965 Cons. Discr. - Apparel 490 Cons. Discr. - Autos 1172 Cons. Discr. - Durables 509 Cons. Discr. - Retailing 463 Earnings 721 European Union 819 Germany 240 India 506 Info Tech - Tech Hardware 789 Japan 597 Materials - Chemicals 231 Materials - Metals/Mining 746 Metals - Aluminum 244 Metals - Steel 508 Outlook 95 Pakistan 26 Philippines 55 South Korea 571 Strikes 64 Tariffs 1787 Thailand 132 Theme - Canals 128 U.S. 5310 Ukraine 20 United Kingdom 363

• S&P Global Market Intelligence’s outlook for the rest of 2023 and beyond finds that supply chain operations are mostly close to normal, and that trade activity will recover late in 2023. Policy events to watch include US-mainland China tariff relations, EU environment policy and the war in Ukraine. More firms will launch post-pandemic supply chain resilience strategies.
• We look at Tesla’s potential investments in India. The approaching Wimbledon week provides an excuse to investigate the environmental, social and governance challenges facing tennis ball suppliers. New macroecon...

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