Assessing global supply chain constraints in the technology and industrials sectors

Lockdowns in China, and to a lesser extent the war in Ukraine, are exacerbating supply chain constraints. Ninety One’s 4 Factor analysts discuss how the technology and industrials sectors are navigating this disruption, the implications for earnings and possible beneficiaries.  Hosted on Acast. See acast.com/privacy for more information.

What this episode covers

Lockdowns in China, and to a lesser extent the war in Ukraine, are exacerbating supply chain constraints. Ninety One’s 4 Factor analysts discuss how the technology and industrials sectors are navigating this disruption, the implications for earnings and possible beneficiaries. Hosted on Acast. See acast.com/privacy for more information.

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This episode was published on May 23, 2022.

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