News Formal

Supply chain disruptions could benefit these stocks, Goldman Sachs says

  • 📰 CNBC
  • ⏱ Reading Time:
  • 25 sec. here
  • 10 min. at publisher
  • 📊 Quality Score:
  • News: 41%
  • Publisher: 72%

Goldman Sachs Group Inc Nyheter

Goldman Sachs BDC Inc,DSV A/S,DSV A/S

'Higher levels of geopolitical tensions in recent years have ... structurally increased supply chain complexity,' the bank says, naming stocks set to benefit.

Global supply chains and trade have been facing no shortage of challenges in the past few years. Factors ranging from Covid-19 pandemic disruptions to Red Sea tensions have driven freight rates up and affected deliveries. Trade tensions, too, have resulted in tariffs and affected world trade in certain goods. Just this week, strikes at the U.S. East Coast and Gulf Coast ports are threatening to disrupt global supply chains.

"Sourcing from multiple countries, with customs and other barriers rising, amid greater levels of supply chain vulnerability and increasing automation and digitization requirements simply brings more work and profit opportunities for Logistics companies," it wrote. 'Well-positioned' companies However, there are still "well-positioned" companies in this space, Goldman said. It sees some stocks as being able to benefit from higher supply chain "complexity.

 

Tack för din kommentar. Din kommentar kommer att publiceras efter att ha granskats.
Vi har sammanfattat den här nyheten så att du kan läsa den snabbt. Om du är intresserad av nyheterna kan du läsa hela texten här. Läs mer:

 /  🏆 12. in SE

Sverige Senaste nytt, Sverige Rubriker

Similar News:Du kan också läsa nyheter som liknar den här som vi har samlat in från andra nyhetskällor.

Goldman Sachs just refreshed its conviction lists of global stocks — giving one 64% upsideCNBC Pro looks at three additions to Goldman's 'directors' cut' of stocks from Asia-Pacific and Europe.
Källa: CNBC - 🏆 12. / 72 Läs mer »