EPISODE · May 23, 2022 · 7 MIN
Assessing global supply chain constraints in the technology and industrials sectors
from Ninety One | The Big Picture
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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Assessing global supply chain constraints in the technology and industrials sectors
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