Forging Stronger Links – Using Supply Chain Data in The Investing Process November 13, 2018 Supply chain data can greatly enrich the investing process. This report, and the accompanying S&P Global Market Intelligence Quantamental Research note, draws together seven major use cases and includes worked examples drawn from previously published material. (1) Supply chain data can provide... Read more →
Marelli-Calsonic, a New Auto-Parts Leader, Faces Three Big Regulatory Risks October 22, 2018 Fiat-Chrysler has sold its auto-parts division, Magneti-Marelli to KKR which will merge it with Calsonic-Kansei. The deal appears to be more financial than operational in nature as Fiat-Chrysler will retain a multi-year parts deal with Magneti-Marelli. Both Magneti-Marelli and Calsonic have st... Read more →
Europe Ready for Beef Deal That America May Not Care About October 22, 2018 The European Commission has received approval to review import quotas on hormone-free beef. That will provide an extra negotiating point for trade talks with the United States. A beef deal, as part of wider trade negotiations, may not be significant for American farmers. The EU only accounted ... Read more →
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