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Focus on supply chain risk

From business.nab.com.au

Supply chain management has been a challenging issue for more than two years now. It seems just-in-time inventory management is history, with disruption so prevalent we could well see leading companies lauded for their supply chain management capability. COVID lockdowns and stay-at-home orders have hit manufacturing and logistics hard, and the Russian Ukraine conflict has produced additional economic shocks – especially in energy and soft commodity markets. The costs associated with these supply chain disruptions are mounting and being reflected in end prices of goods. Rapid increases are now common, which contrasts ... (full story)

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  • Category: Fundamental Analysis