Hints and tips:
...did a great job laying out her case for why “national champions” are a losing proposition (think Boeing), and why we actually need a greater number of players in crucial markets in order to avoid another supply...
...Also under scrutiny will be the groups forced to reinvest to tackle bigger growth opportunities in AI, such as by increasing spending on high-end chips that are in short supply....
...Rieder, who’s been in bond market for three decades, acknowledges all of this, but nonetheless sees a landscape rich with opportunity. The interview below has been edited for clarity and concision....
...TB: For your customers, the device makers and electronics manufacturers, how much do you think AI has the potential to change the competitive landscape?...
...China, meanwhile, is continuing to focus on boosting its local supply chain, despite the time and money this will take....
...A version of this article was first published by Nikkei Asia. ©2023 Nikkei Inc. All rights reserved....
...contributing to disrupting food supply chains globally,” said HelloFresh chief executive Dominik Richter....
...At auto parts maker Denso, Naoto Inuzuka is keeping a close eye on the rapidly shifting competitive landscape....
...The landscape is now shifting as the yen has tumbled 20 per cent this year against the US dollar, reaching a low of ¥145 on Thursday....
...However, as she pointed out, all of this explains rising supply but it “doesn’t explain why people have bought” active ETFs....
...Supply chains for everything from plastic to pigments have been snarled, another advantage for the bigger companies that carry more sway with suppliers....
...The same cloud effect was evident across the Big Tech landscape....
...A version of this article was first published by Nikkei Asia on July 15 ©2022 Nikkei Inc. All rights reserved....
...On the shifting regulatory and political landscape: “There is now action being taken to review more deals....
...Right now, we’re desperately short of labour supply, so if we can bring forth labour supply and mid-level jobs from abroad, I think that’s a good thing....
...John Coates, a Harvard Law professor, has called this rising concentration of economic power “a legitimacy and accountability issue of the first order”....
...a stunning landscape in the final days before an apocalypse....
...ousted less than six months prior following a corporate spying scandal, but his to-do list looked like that of a seasoned crisis manager, DD imagines: Finish internal review over circular funding within supply...
...What the various lockdowns and closures had exposed, he said, was the vulnerability that comes from cross-border supply chains....
...An example might be a drinks company whose water consumption reduces the supply for both local communities and the business itself....
...This softened the blow to Apple’s results from the delayed launch of the iPhone 12, which has been postponed because of Covid-19 related supply chain disruptions....
...This landscape is being changed by the pandemic....
...In the post-lockdown landscape, cinema operators are by now used to conciliatory calls from movie makers, revoking yet another scheduled in-theatre debut....
...J&J’s supply deal with the US would indicate a price of about $10 a dose....
...Accounting standards remain inconsistent and there is a mismatch between demand and supply for green products, in part because European definitions of what is “green” are narrow....
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