Supply Chain, Global Logistics

By pjain      Published June 25, 2019, 10:47 p.m. in blog Invest   

Global to Local Logistics

IT and Global Supply chains

Trade War with China

How Companies will cope over Long Term

Stockpiling, gaming timing

  • In Q4'18 a LOT of imports happened

China will change/fraud on country of origin

  • Label Laundering - What prevents supplier from shipping over land to Vietnam and then "manufacturing"
  • This will be mainly for smaller off-brands

Raw Materials still sourced in China

India as Targeting Manufacturing


China tech -> Overseas Chinese Factory owners moving mainly

Vietnam was low labor cost already in lowest cost

  • Materials, speciality products - still imported from
  • Nike already manufacturers a lot in Vietnam


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