Upply - Market insights | Global Trade (8)

Exclusive analysis on freight transport, supply chain and international trade topics

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    An increase in transportation prices, a factor for inflation in 2021?

    At a time of massive stimulus packages in the United States and Europe, inflation is once again a topic of reflection for 2021. The evolution of transportation prices is one of the elements to be watched. As we have seen in post-war periods, after a negative supply shock, a strong economic recovery ...
    David Thébault
    March 23 2021
    6 min

    Thailand: An Emerging Regional Manufacturing Hub for electric vehicles

    The supply chain diversification trend for moving out of China is benefiting South East Asia. Thailand, as the largest automotive manufacturer in the region, is perceived as being a promising option for the automotive industry, especially for electric vehicles. Southeast Asia is one of the most prom...
    Ganyi Zhang
    March 15 2021
    9 min

    AfCFTA: A More Integrated Africa in the Global Supply Chain

    The new African Continental Free Trade Area (AfCFTA) is open for business since January 1st, 2021. This article discusses Africa’s potential in engaging in the global supply chain under the AfCFTA. On January 1st, 2021, the African Continental Free Trade Area (AfCFTA) started to trade under the pref...
    Ganyi Zhang
    February 17 2021
    10 min
    New: European road transport price trends in Q3 2024
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    Strong economic recovery expected in 2021

    The world economy should return to growth in 2021, with the rate of growth estimated at 4% to 5.5%. International trade in goods and services, on the other hand, could grow by 8.1%. In 2020, the world faced its fourth deepest recession in 150 years. According to World Bank estimates, the economic me...
    David Thébault
    February 15 2021
    6 min

    EU-China Agreement: The Future May Not Be So Bright

    The EU and China signed a "Comprehensive Agreement on Investment (CAI)" at the very end of 2020. It will encourage European investment in the Chinese market, without completely calling into question the “China Plus One” strategy. On December 30th, 2020, the 7-year-long negotiation of the EU-China Co...
    Ganyi Zhang
    February 03 2021
    7 min

    India: A promising option in light of the “China Plus One” strategy

    The diversification of manufacturing activities is a key driver for 2021 and will enhance supply chain resilience. India could be an option, but the competition is very tough, especially from Southeast Asian countries. The Covid-19 pandemic has aroused renewed interest for the “China Plus One” strat...
    Ganyi Zhang
    January 27 2021
    9 min

    Impact of the RCEP trade agreement on the Asia-Europe supply chain

    The ten countries of ASEAN and five Asia-Pacific countries signed a major trade deal on November 15, giving birth to the world’s largest trading block. In this paper, we analyze the main points of the RCEP, with an emphasis on the impact on Europe-Asia trade. 2020 could not have been more eventful. ...
    Ganyi Zhang
    January 06 2021
    9 min

    The success of cross-border e-commerce in the Europe-Asia trade lane

    The pandemic has meant that consumers are increasingly turning to online shopping. E-commerce has become a very significant source of traffic flow between Europe and Asia in both directions. Consumers are increasingly turning to online shopping in the face of the pandemic. Major shopping events such...
    Ganyi Zhang
    December 08 2020
    9 min

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