Marc Dragon of Reefknot Investments discusses the challenges to global supply chains posed by Covid-19 and U.S.-China trade tensions, and the ongoing reshoring of operations away from China. He says … ( read original story…
Featured Posts Title
China Has Come Through Trump’s Trade War in a Good Position
China coast guard uses water cannons on 2 Philippine vessels as top diplomats meet in Manila
Trump hits China with tariffs again. Here’s what’s different this time
China to tax offshore trusts as Beijing targets overseas wealth
China’s routing of Biden in chip war with US created a communist tech giant
How will China’s new high-speed rail line connect Shenzhen, Guangzhou and Hong Kong?
Beijing seeks opinions on planned China-US tariff cuts on $30 billion in trade
Recent Posts
The supply chain shift out of China has further to go: Investor
Ericsson flags margin headwind over China 5G contracts, takes $108 million charge
Ericsson’s second-quarter results will take a hit of about 1 billion crowns ($108.8 million) due to write-downs of product inventory in the Chinese market, the Swedish company said on Monday. The … ( read original…
Ericsson Strengthens its Position in China and Writes Down Assets
As previously announced Ericsson (NASDAQ: ERIC) has increased its footprint in China through 5G contract awards from all three major operators in China. The strengthened market position is strategical … ( read original story …)
Ericsson Sees Negative Q2 Margin In China; Maintains Group Targets For 2020, 2022
(RTTNews) – Ericsson (ERIC) announced Monday that it has maintained financial targets for 2020 and 2022. The company noted that it has increased its footprint in China through 5G contract awards from … ( read…
India is forging closer ties with the U.S. as China rises: Eurasia Group
India has been building its defense relationship with the U.S. to secure a “free and open” Indo-Pacific region as China’s global rise poses a growing threat to its borders, says Akhil Bery of Eurasia ……
China says U.S. Senator Scott should present evidence of COVID-19 wrongdoing
China said on Monday that U.S. Senator Rick Scott should present the evidence for his accusation that Beijing is trying to slow down or sabotage the development of a COVID-19 vaccine by western … (…
Top Companies Choose Zhejiang,China
This is an official voice from Chevron China, which recently announced a donation of 2 million RMB to the China Women’s Development Foundation to assist China in the fight against the epidemic. From a ……
China’s economic recovery could be ‘very impressive’ — but the U.S. stands in the way, Deutsche Bank says
The U.S. is reopening “too soon,” which could trigger another wave of coronavirus infections and further rounds of lockdown, said Michael Spencer, Deutsche Bank’s chief economist and head of research … ( read original story…
Oil prices extend gains on OPEC+ cuts, record China imports
Oil crept higher on Monday, but gave up big early gains as optimism over major crude producers’ deal to extend record output cuts gave way to disappointment that the accord didn’t extend beyond the ……
India and China agree to ‘peacefully resolve’ border tensions
That followed after military commanders from both sides met on Saturday in Chushul, a village in the Leh district of Ladakh, near the disputed border. ( read original story …)
South China Sea disputes again putting spotlight on Beijing
A look at recent developments in the South China Sea, where China is pitted against smaller neighbors in multiple territorial disputes over islands, coral reefs and lagoons. ( read original story …)
ERGO Group Enters China’s P & C Market through Strategic Investment in Taishan Insurance
ERGO Group, one of the major insurance groups in Germany and Europe, today announced the signing of a shareholder’s agreement and capital increase agreement to make a strategic investment in Taishan … ( read original…
Johnson & Johnson Partner’s Stock Soars As Investors Embrace China Health, Tech
Johnson & Johnson has deep roots in China with an innovation footprint dating back nearly four decades,” Chief Science Officer Paul Stoffels said last year. ( read original story …)
