Practical analysis for investment professionals

manufacturing


Global Supply Chain Transformation: Uncertainty and Opportunity

Nearly two years into the global supply chain restructuring process, the economic data are revealing the consequences.

Sergio Marchionne Has Seen the Auto Industry’s Future: He’s Not Interested

Fiat Chrysler CEO Sergio Marchionne is making a one-way bet on cheap gas. This strategy has earned a fair degree of ridicule, but Marchionne may be onto something.

Could Higher Energy Costs Abroad Lead to a Recovery in U.S. Manufacturing?

U.S. manufacturing may be down but don’t count it out. In fact, the U.S. manufacturing sector could be poised for a comeback. The reason? Skyrocketing energy and transport costs now make it far more attractive to produce goods locally,… READ MORE ›



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