EICN HK | Supply (Un)-Chain(ed): Where next?

As supply chain disruptions are reignited by Covid lockdowns in China, transportation and logistics bottlenecks, and higher raw material prices, the pursuit of supply chain resiliency carries greater urgency. Businesses are confronted with decisions on the direction of their supply chain investments driven by changing macro conditions and a disruptive geopolitical environment. Inventory stockpiling and further supply chain diversification may hinge on future consumption demand and how entrenched supply chain snarls become. To what extent are businesses pursuing a "supply (un)chain(ed)" strategy that optimises for operational agility? Will the China market still prove to be the supply chain of choice, or will companies shift towards alternative ('China plus', near-shoring) models? Join us for an "on-the-chain" conversation with business operators and our own EIU global trade analyst on how to navigate towards a supply un-chain(ed) outcome.