Anjani Trivedi

The world’s biggest car companies have a lot to fear from Russia’s invasion of Ukraine. And it’s not just production shutdowns or supply chain snarls. As the war rattles commodities from nickel to wheat and corn, upending exchange trades and casting doubts around sustained supply, a material…

These days, the first thing you’re asked in Hong Kong (when you do see people) is, “So, what’re you guys thinking?” That question is underpinned by the certainty that, given the city’s increasingly illogical, fear-inducing and chaotic Covid policies that have left the population on edge, surely you…

With anxiety and panic brimming over as an omicron outbreak surges through the city, Hong Kong has shown what it doesn’t care about: the future. On Tuesday evening, the territory’s Chief Executive Carrie Lam announced measures including mass testing for its 7.4 million people and further…

Local media is rife with speculation about Hong Kong leaning on the mainland to rein in the latest Covid-19 outbreak, with cases rising to record numbers since the start of the pandemic. Over the last week, the government has severely tightened restrictions on just about every aspect of life in…

From the way people have worried about it, you might think that the world’s value chains have been in turmoil for much of the past two years. Searches for the term “supply chain” on Google roughly doubled between June and October, when they briefly overtook “interest rates” as a topic of concern…

One of the most abundant and essential ingredients in electric vehicle batteries is beginning to experience demand pressures, showing how supply chain troubles are getting deeper and the value chain even more expensive. Tesla Inc. last week signed a deal with Australian mining company Syrah…

Hong Kong’s veneer of normalcy has been shattered — and it’s exposed just how misguided and unrealistic the territory’s Covid-19 containment strategy has become two years into the pandemic. After months of no local Covid infections, Hong Kong reported a string of positive cases over the past…

As the world headed into 2022 grappling with the latest virus variant, China unveiled a sharpened version of the Made in China 2025 industrial policy blueprint. Previous iterations may have had nations like the US on edge, but this is the one to keep an eye on. State planners released a five…

As a shortage for electric car batteries looms, one thing has become increasingly clear: Outside China, the powerpack supply chain is scattered and incomplete. Technologies are at various stages, there’s money backing a host of different materials across a broad array of geographies and production…

The supply chain crunch has turned the once-staid world of manufacturing and industrials upside down. The imbalance is so severe that consumers are feeling the pain, as prices of raw materials and goods are thrown out of whack. Debates about inflationary pressures are raging. What more could go…