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Global Supply Chains

  • Economy, Geopolitics, China, Supply Chains, Tech,
    June 28, 2023

    China and the West are Diverging – how must less investible will The Middle Kingdom  become?

    China and the West are diverging into different economic camps. It stings both ways – Western companies trying to build new but more costly secure supply chains, while the Chinese economy struggles with lost orders. Can there be an accommodation? China and the West are diverging into different economic camps. It stings both ways – Western companies trying to build new but more costly secure supply chains, while the Chinese economy struggles with lost orders. Can there be an accommodation?

    read more
  • Recession, Supply Chains, Pre 2021 Porridge,
    October 4, 2021

    How long will it take to Normalise, and what will Normal look like?

    Christmas is cancelled as supply chains crumble, stagflation mounts and jobs are lost… How long will it last, will there be a buying opportunity, and what will a new normal economy look like?  

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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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