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...The latest purchasing rules represent China’s most significant step yet to build up domestic substitutes for foreign technology and echo moves in the US as tensions increase between the two countries....
...Executives helping western multinationals to reorganise their global supply chains echo his views....
...A version of this article was first published by Nikkei Asia on February 27. ©2024 Nikkei Inc. All rights reserved....
...Additional reporting by Eung Sea A version of this article was first published by Nikkei Asia on March 12. ©2024 Nikkei Inc. All rights reserved....
...A version of this article was first published on November 1 by Nikkei Asia. ©2023 Nikkei Inc....
...David Ludwig, global head of ECM at Goldman Sachs, said investors were still being careful over valuations....
...Amazon and Nvidia are less secure but still enjoy deep competitive moats in their niches (retail platform data and logistics and class-of-their-own AI chips)....
...Vietnam’s proximity to China, with which it shares a terrestrial border, makes for efficient supply chain logistics. Apple is likely to remain dependent on manufacturing in China for a long time....
...A version of this article was first published by Nikkei Asia on August 21. ©2023 Nikkei Inc. All rights reserved....
...The company remains confident that it can keep growing through the megatrends of urbanisation and global growth....
...A version of this article was first published by Nikkei Asia on September 28. ©2023 Nikkei Inc. All rights reserved....
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...The company is also working with Singapore-based FEST Auto to sell EVs to the European logistics market....
...A version of this article was first published by Nikkei Asia on June 13, 2023. ©2023 Nikkei Inc. All rights reserved....
...Often regarded as a bellwether for the global economy owing to the breadth of packages and documents it ships, UPS said on Tuesday it now expected revenues in a range between $92bn and $94.5bn in 2024, below...
...It is also a huge beneficiary of increasing returns from international trade, having created a tech and logistics layer for getting cheap manufactured goods reliably from Asian factories to a huge end market...
...Such invisible logistics costs end up being loaded on retailers, and ultimately on shoppers. It is not immoral to sell time (or the right to save it) in this context....
...Even in 2021, profits and positive cash flow were scant as the company spent billions of dollars on building and marketing a national inventory and logistics operation....
...“They’ve run into some ramp up issues,” said Ur-Energy Inc chief executive John Cash, which is restarting production at two mines in Wyoming....
...Letter in response to this article: Shipping lives with arcane world of geopolitics / From Enrico Vergani, Partner and Lead on Shipping, Transport & Logistics, BonelliErede (lawyers), London EC4, UK...
...A version of this article was first published by Nikkei Asia on August 3. ©2023 Nikkei Inc. All rights reserved....
...Its ambitions for logistics will never catch up to Amazon. Global retail ecommerce topped $5tn last year, according to Insider Intelligence, more than double the total five years earlier....
...They were also worried about China blockading the island or otherwise disrupting logistics around the strait, a vital shipping route for global trade....
...A version of this article was first published by Nikkei Asia on January 26. ©2024 Nikkei Inc. All rights reserved....
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