FT News Briefing Ukrainian city braces itself for war
Jan 31, 2022
A leading sovereign wealth fund warns of prolonged low investment returns due to persistent inflation. In Mariupol, residents share their views on the threat of a Russian invasion while reflecting on years of conflict. Companies like Apple adapt to ongoing supply chain challenges, and the complexities of local sentiments shape life in the city. Meanwhile, TUI seeks to recover from the pandemic with ambitious fundraising plans, signaling hope for the travel industry.
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Permanent Inflation Warning
- Norway's oil fund head, Nikolai Tangen, predicts long-lasting inflation, impacting investor returns.
- He cites high demand, workforce shrinkage, and supply chain disruptions as contributing factors.
Supply Chain Winners and Losers
- Apple defied Wall Street's $10 billion loss prediction from supply chain issues, losing only $6 billion.
- Conversely, Tesla acknowledges ongoing semiconductor-related supply chain challenges.
Shifting Supply Chain Strategies
- Companies are shifting from "just-in-time" to "just-in-case" supply chains for greater resilience.
- COVID-related disruptions, including factory closures and worker shortages, are driving this change.