Accelerating The Inevitable – Six Corporate Approaches to Tackling Tariffs June 14, 2019 After 21 months of trade war, evidence from analyses of over 100 companies has lead us to identify six major corporate strategies and firms that exemplify them: 1. Stockpiling, shown by iRobot, which can have the drawback of higher costs and tied up cashflow. 2. Exemption requests, where BorgW... Read more →
China’s Business Outlook for Trade Gets Better, But Is Still Bad January 31, 2019 The outlook for international trade among Chinese businesses improved in January’ CFLP survey, but still remains in firmly negative territory. The export outlook survey result of 46.9 (where below 50 indicates an expected contraction) was up from 46.6 a month earlier but follows a drop in expo... Read more →
Tariff Quote Watch: Ingersoll-Rand Ready For Tariff Hike in 2019 January 30, 2019 Ingersoll-Rand reported 4Q 2018 pre-tax profits that were 3.4% below analysts’ expectations. CEO Michael Lamach stated that the firm “delivered pricing and productivity actions” which enabled the firm to manage additional costs from tariffs on steel and exports of China. The outlook may be mor... Read more →