SUPPLY CHAINS News & Analysis

Three things we learnt about inflation at MICAU 2022.

Farmers beg Aussies to eat more avo, Russia reduces gas supply and Australian inflation climbs up again.

Has climbing inflation reached the summit or are we only halfway up the mountain? 

While the situation is much better than in 2021, it just doesn't feel like that the moment

Shares of microchip-parts suppliers, including Teradyne and ASML, are available at steep discounts, and the companies are poised for long-term...

There are signs the tide may be turning even as challenges continue in some sectors.

Recent results from shipping and logistics companies suggest an easing of supply chain pressure in the second half of 2022.

Despite the massive disruption, we still see opportunities across some affected sectors.

Automakers aren’t the only ones poised to benefit from EV growth.

The images of the bulk carrier were dramatic, but the crisis will do little harm to local exporters