Changing winds: Supply chains revisited
The world has changed over the past two years, when we last discussed dependencies and disruptions in global supply chains. Since then, pandemic-induced lockdowns have become a thing of the past (touch wood), but tensions between the US and China have increased and war has broken out in Europe, sparking broad sanctions against Russia. As global supply chains remain strained, we examine how alternative data can be used to map and assess these sprawling links.
NOTHING OPERATES IN ISOLATION
The impact of supply chain disruptions on company performance, and therefore shareholder wealth, benefits from a wealth of academic research. Below a select bibliography highlights the largely unsurprising shared theme: supply chain disruptions have a negative impact on shareholder wealth.