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Globalisation evolves as FDI and supply chains shift

Location:

INT

Friend-shoring is outstripping near-shoring in the remaking of supply chains

Geopolitics, supply stress and rate rises will hit GDP

Location:

INT

The outlook is softening as Ukraine war impacts will aggravate supply chain disruptions and tighter financial conditions

Tariffs will test not reconfigure global supply chains

Location:

UNITED STATES-CHINA

The United States and China are imposing tariffs on over 50 billion dollars of the other’s imports -- and threaten more

US-China tariffs will prompt supply chain switching

Location:

INT

Industrial policy in both countries aims to stimulate indigenous manufacturing

Renewable goals demand more supply chain investment

Location:

INT

Greater indirect as well as direct investment may be key to realising renewable energy targets

The semiconductor demand/supply imbalance will persist

Location:

INT

Semiconductor supply is failing to keep pace with surging demand for use in electronic devices, telecoms and automobiles

Health preparedness and trade affect COVID-19 exposure

Location:

INT

Although health systems are crucial in mitigating the impact of the COVID-19 outbreak, trade exposure is also key

‘Green’ tech will power industrial commodity prices

Location:

INT

Demand will surge for the minerals for low-carbon technologies, but supply is concentrated and will lag, raising prices

COVID-19 will complicate African food security picture

Location:

AFRICA

The pandemic’s secondary effects on socio-economic conditions in Africa may be as dangerous as the health effects

Pandemic will alter the apparel sector permanently

Location:

INT

The pandemic has altered consumption patterns and deepened environmental concerns in this vital economic sector