Supply Chain Edge: Right place, right time – outlook for Q3’23 — Panjiva
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Supply Chain Edge: Right place, right time – outlook for Q3’23

Business Sentiment 220 China 3063 Cons. Discr. - Apparel 537 Cons. Discr. - Autos 1255 Cons. Discr. - Durables 585 Cons. Discr. - Retailing 525 Earnings 761 European Union 890 Germany 272 India 563 Info Tech - Tech Hardware 877 Japan 638 Materials - Chemicals 280 Materials - Metals/Mining 803 Metals - Aluminum 275 Metals - Steel 548 Outlook 96 Pakistan 28 Philippines 58 South Korea 609 Strikes 78 Tariffs 1878 Thailand 145 Theme - Canals 143 U.S. 5418 Ukraine 23 United Kingdom 393

• S&P Global Market Intelligence’s outlook for the rest of 2023 and beyond finds that supply chain operations are mostly close to normal, and that trade activity will recover late in 2023. Policy events to watch include US-mainland China tariff relations, EU environment policy and the war in Ukraine. More firms will launch post-pandemic supply chain resilience strategies.
• We look at Tesla’s potential investments in India. The approaching Wimbledon week provides an excuse to investigate the environmental, social and governance challenges facing tennis ball suppliers. New m...

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