Uncategorized – Page 22 – Custer Contexo Group

Fewer Production Launches Expected This Year – IPC

March 15, 2020 by Jonathan Custer

An IPC survey of 101 companies found that 22 percent expect the coronavirus to result in fewer new product introductions this year. Supply Shock On average companies are reporting a five-week delay on receiving component shipments from their suppliers. Around 50 percent of respondents don’t expect business to return to normal until July. Delays on …

Waiting For The Rebound, Rationality Shall Prevail

March 10, 2020 by Jonathan Custer

The U.S. stock market was an accident waiting to happen as valuations were historically excessive before the coronavirus struck. Moreover, markets are very distorted due to all the government intervention and the Federal Reserve’s extraordinary monetary policy since the Great Financial Crisis (GFC). The traditional economic signals extracted from the financial markets are no longer …

China Smart Phones Sales Fall 54.7% In February

March 9, 2020 by Jonathan Custer

After locking down large parts of the country to prevent the spread of the coronavirus, total mobile phone sales fell 54.7% to 6.34 million down from 14 million in February 2019. It was also the lowest level for February since at least 2012 when China Academy of Information and Communications Technology showed (CAICT) started publishing …