Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the US Dollar Rally Is Reshaping Global Supply Chains
In this episode, Lucas and Luna examine how the surging US dollar—now at a trade-weighted index of 120.4—is fundamentally altering global supply chain strategies. They focus on the plight of emerging market suppliers who invoice in dollars but pay costs in weaker local currencies, using the example of a Vietnamese electronics component maker. The hosts discuss how companies like Apple are rethinking procurement to hedge currency risk, and what this means for the shifting geography of manufacturing. They also touch on the recent missile strike in the Strait of Hormuz, which adds another layer…
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