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Professor Ted Stank is the Harry J. and Vivienne R. Bruce Chair of Excellence in Business in the Department of Supply Chain Management and Faculty Director of the Global Supply Chain Institute at the University of Tennessee at Knoxville. He holds a Ph.D. in Marketing and Distribution fr...
How long do recessions last? As is entirely obvious we're in a deep and very nasty indeed recession here. Business conditions are falling at a faster rate than they have done anywhere, ever. At least, as far as any recorded evidence tells us. The reason is pretty obvious, this is self-inflic...
This is the transcript of the podcast below on the effect of the US-China trade war and coronavirus on global supply chains. This is an interview with Professor Neile O’Connor. SH: Today I'm here with Dr. Neile O'Connor to discuss the effects of the US China trade war and the coro...
Travelling by train through the mountains of China’s Shanxi Province back in 1986, I recall encountering a series of tunnels through steep, forested hillsides. You are plunged into darkness, burst into the sunshine, and then zoom back underground in rapid succession as the tracks make t...
China has been a major contributor to global growth, and its economic activity tends to have significant repercussions for the global economy. To understand where the Chinese economy is in its growth cycle, we highlight a few key charts below, which may also provide context for the impact of t...
Manufacturing conditions across mainland China stabilised in March, according to the latest Caixin PMI data . The survey showed a slight increase in production after a record decline in February due to factory shutdowns and travel restrictions. However, a sustained fall in new business inflow...
Our basic coronavirus problem Of course the basic, basic, problem is about health care and epidemiology but that's not the point for us here as investors. Rather, we're interested in the macroeconomic effects for that then tells us when markets in general, thus stock markets, are going to ge...
In a poll of 119 U.S. companies conducted in mid-March by the American Chamber of Commerce in China, only 22% of the companies surveyed said they've resumed normal business operations, while a quarter expect to be there by the end of April. More news on: iShares China Large-Cap ETF, KraneS...
( Pic Sourced Here ) Well, the long-feared “black swan” that ends this bull market may have finally emerged, although this time instead of a credit crisis, it’s a virus that could threaten to reach pandemic status and leave millions of deaths in its wake. The coron...
By Kara Marciscano Investing is rooted in quantitative analysis, but the ultimate decision to buy or sell is often overruled by intuition. The latter situation may cause investors' portfolios to reflect a home bias - their portfolios lack global diversity and are concentrated in securiti...