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CEO projects share of sales will double as companies integrate technology into operations
...The move by the US Department of Commerce affects the supply of chips for Huawei’s laptop computers and mobile phones, according to people familiar with the situation....
...Spirit supplies Boeing with the fuselages for its 737 Max aircraft and both manufacturers are undergoing an audit by America’s aviation safety regulator....
...Japan Tobacco’s chief executive has said the company will keep its lucrative Russian business to satisfy investors after reshaping its supply chains to comply with sanctions....
...continued popularity of income-generating ETFs, active fixed income ETFs amid interest-rate uncertainty and financial adviser interest in core strategies from firms such as Capital Group and JPMorgan “give me comfort...
...A version of this article was first published by Nikkei Asia on April 4 2024. ©2024 Nikkei Inc. All rights reserved....
...Sales at Precision Castparts, an aeroplane parts manufacturer that supplies Boeing, jumped 10 per cent to $2.5bn....
...Both were lossmaking business models with complex supply chains. Regardless, their market capitalisations peaked at about $50bn in 2021. Both were left exposed when interest rates rose in 2022....
...Apple is now trying to diversify its supply chain, relocating parts of its production to countries such as India....
...Airbnb ended the first quarter with its highest number of active listings and said it continued to see “double-digit supply increases across all regions”....
...Various armed groups control strategic supply chains into Rwanda and Uganda, analysts and Congolese officials say....
...Spirit’s share price offers little comfort. It is sitting at around $16, or less than half of JetBlue’s offer of $33.50....
...Homeowners who have locked in on low mortgage rates are reluctant to sell, limiting the supply of houses for sale....
...The shorthand equation is PY = MV, or: Price level * Real output = Money supply * Velocity of money This is the same as: Nominal output = Money supply * Velocity of money So, yes, velocity of money —...
...If circumstances couldn’t offer much consolation, he would supply his own....
...Beijing wants a multipolar world order, which requires preventing Europe from aligning too closely with a US agenda of technological containment and “friendshoring” of supply chains....
...That is not much comfort to the luxury fashion groups that have been battling counterfeit handbags made in China for decades. But at least now they have some company....
...However, their plans to rent their homes to tourists at high prices during the sacrosanct French August holiday period are being dashed as supply outstrips demand....
...The fierce competition and smaller profits are also affecting companies in the EV supply chain — notably battery makers....
...Tesla has 28 days of unsold supply, up from 15 days last year. This may be connected to rising competition and the reduction of US government subsidies, two factors over which Tesla has no control....
...The state-owned Global Times, best known for its nationalist bashing of the US, reported the increased investment pledge and quoted Cook as saying: “There’s no supply chain in the world that’s more critical...
...This is when these (usually alpha) personalities have to leave the comfort of their loyal individual fiefdoms and work with colleagues who have also risen up the ranks....
...Tensions between the US and China and new laws such as the US Inflation Reduction Act have wide-reaching implications for supply chains and investment....
...Tesla blames supply problems, pointing to conflict in the Middle East and an arson attack at its Berlin factory. But a gap between production and delivery numbers suggests issues with demand....
...Built for comfort, not speed is a good slogan for annuities — an insurance product offering retirees steady, long-term income....
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