Coronavirussen begynder for alvor at bide i den globale forsyningskæde, især i den elektroniske sektor, fordi Asien har en fundamental betydning for netop denne sektor. Nu ser man et kraftigt fald i efterspørgsel og produktion.
Uddrag fra ING:
Emerging markets set to trend lower on Tuesday with the global supply chain expected to take a hit on manufacturers’ sales warning
EM Space: Real economic impact from Covid-19 starting to surface
- General Asia: Consumer electronics makers warn that the Covid-19 outbreak is set to hurt both production and demand for their products. Emerging markets will likely pullback on Tuesday given their exposure to the electronics sector and with ASEAN export sectors all supporting China’s vast supply chain. Reports of an anti-viral drug may help ease some concerns although caution is still likely to dominate given the Covid-19 episode.
