Podcast

Supply chain implications

Lockdowns in China, and to a lesser extent the war in Ukraine, are exacerbating supply chain constraints. 4Factor analysts discuss how the technology and industrials sectors are navigating this disruption, the implications for earnings and possible beneficiaries.

2022 M05 24

7 minutes

Anton Du Plooy
John Holmes
Lockdowns in China, and to a lesser extent the war in Ukraine, are exacerbating supply chain constraints. 4Factor analysts discuss how the technology and industrials sectors are navigating this disruption, the implications for earnings and possible beneficiaries.
Anton Du Plooy
Technology Analyst
John Holmes
Analyst

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