"most factory workers fit in that cohort of people in that the virus effects the least so I don't see supply chains suffering."
I think supply chains are more affected by government attempts to contain the virus (quarantines/social distancing/restrictions on travel and trade) than by the virus itself, no?
I don’t see why when Apple claimed their supply chain ops in China resumed as normal as of last week. And that’s probably the most authoritarian quarantine we’ve seen up to this point.
I think supply chains are more affected by government attempts to contain the virus (quarantines/social distancing/restrictions on travel and trade) than by the virus itself, no?