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What’s Going On with Asia Supply Chains

June 22, 2020 Supply chains are quite tenuous, and China drives the most volume: Coronavirus: Beijing is under a soft lockdown with a surge of virus cases. Although Beijing doesn't impact trade, it is another sign that China vastly under reported previously and it is likely to have a [...]

The Future of Manufacturing

May 25, 2020 I was on a panel of a webinar, The Future of Manufacturing with Andrew Zanelli, president of VCC, Michael Knight, president TTI Semiconductor Group, and Seth Denson, co-founder of GDP Advisors. It was a lot of fun, and we talked about the coronavirus, reshoring, cost [...]

Are You Waiting Too Long to Future-Proof?

January 24, 2020 Although most economists do not see an immediate recession, there are plenty of concerning signs along with global volatility. Unfortunately, concern alone can create a recession unrelated to underlying factors. Meaning, we could have terrific fundamentals and results yet still go into a recession if fear [...]

Supply Chain Made in Vietnam?

Vietnam has been the hot topic lately. After a visit recently, I saw first hand the potential along with the challenges. Clients are definitely evaluating changing the source of supply to Vietnam. And the question is should they? Or, alternatively, the question is whether they are moving fast enough? [...]

Is Vietnam the New China?

November 15, 2019 Possibly, and "it depends"! China has been moving factories to Vietnam since the early 2000's, and so it is certainly a place to consider. With the tariffs, global uncertainty, rising wages in China and social / political implications, Vietnam can provide a viable alternative especially [...]

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