Phase 1 won’t do, global trade pain will continue in the 20s

Chris Rogers  |  Panjiva Research  |  18 February 2020  |  0.25 CE

The US-China trade deal was supposed to settle global trade uncertainty in 2020. Nothing could be further from the truth. China will struggle to deliver on its phase 1 trade deal commitments while the Trump administration might declare a trade war with Europe. Elsewhere uncertainties range from Brexit to RCEP. Supply chains meanwhile are in the midst of a multi-year period of restructuring, leaving decision makers uncertain of their policy environment. Diversified supply chains are vital to minimising VUCA risks into the 2020s.

Presentation  (19 mins)  |  P...

Not yet a Member? It’s quick and free to join. Already a member? Please log in.