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China probes US, Mexican pecan imports, Mexico's restriction measures
Yahoo Finance· 2025-09-25 15:09
BEIJING (Reuters) -China's commerce ministry initiated an anti-dumping investigation into pecans imported from the United States and Mexico on Thursday, signalling more global trade tensions and increased friction with the two northern American nations. Beijing's move came as Mexico proposed to raise tariffs on goods across multiple sectors including textiles, steel and automotive from China and other countries, and as China and the U.S. eye further talks in a bid to ease their trade dispute. The inves ...
Toray and MAS Holdings Enter Joint Venture in India
Yahoo Finance· 2025-09-23 11:00
Materials technology company Toray has formed a joint venture with South Asia apparel manufacturer MAS Holdings to expand within the Indian apparel market. Operating under the name Toray MAS Apparel India, the venture will include a new manufacturing facility at the MAS Apparel Park Bhuinpur in Odisha, India. The facility is currently in development after a groundbreaking in March, and is expected to be operational in early 2026. More from Sourcing Journal “Toray MAS Apparel India will contribute to loca ...
Première Vision Expands Beyond Textiles With Start-ups, Beauty and Immersive Experiences
Yahoo Finance· 2025-09-22 18:53
PARIS — As in-person attendance continues to lag behind pre-pandemic levels, Première Vision is evolving beyond its traditional role as a textiles trade fair, expanding into a more experiential format and developed panel program as it seeks to remain relevant in the shifting industry landscape. With the tagline “unpredictability is the new normal,” the show introduced a dedicated start-up zone for the first time, invited white-label beauty developers and immersive artists, and deepened its focus on technol ...
Bitter Pills | Summers on the Fed, Funding Fallout, Milei's Tough Policies, UK's Growth Gamble
Youtube· 2025-09-19 22:59
美联储政策与通胀风险 - 美联储政策立场略偏宽松 金融条件比市场预期更宽松 通胀风险比失业风险更突出[4] - 当前经济环境存在前所未有的不确定性 包括政治环境 关税政策 通胀和就业风险同时存在[3][5] - 关税政策带来永久性价格上升 不同于2021年的暂时性供应冲击 可能推高通胀预期并引发工资-价格螺旋[10][11][12] 美国大学研究资助体系变革 - 联邦政府每年600亿美元大学研究经费面临削减 该体系80年来支撑美国创新生态[29][30][47] - 大学研究是基础创新的核心来源 私营企业研发主要聚焦产品路线图而非知识进步[48] - 波士顿创新经济高度依赖大学 风险投资组合超三分之一来自哈佛和MIT等机构[32] 风险投资与替代资金来源 - 风险投资机构正填补政府资金缺口 例如Commonwealth Fusion从谷歌融资8亿美元[45][46] - 私营部门包括生命科学公司和保险公司开始增加研发投入[44] - 但私人资本难以完全替代600亿美元基础研究经费 特别是非营利导向的研究[47] 阿根廷经济改革与挑战 - 通胀率从300%降至30% 通过财政紧缩实现 但导致企业裁员和民生困难[61][62][63] - 财政赤字是长期结构性问题 过去60年仅少数年份实现盈余[65][66] - 改革面临政治阻力 省级选举失利导致汇率下跌和债券抛售[60][61] 英国区域经济再平衡 - 伦敦占英国GDP23% 区域经济失衡程度居发达国家前列[105][125] - 伯明翰获得30亿英镑投资建设新 stadium和商业区 HS2高铁将使其47分钟直达伦敦[93][96] - 曼彻斯特和伯明翰经济增长加速 2023年增速分别达1.7%和1.1% 超过伦敦的0.2%[114] 高等教育生态系统价值 - 大学-政府合作模式始于曼哈顿计划 是美国保持全球竞争力的关键[134][135] - 公立大学承担主要教育功能 多数美国人就读公立而非精英私立机构[141][142] - 移民科学家历史性贡献使美国成为高等教育领导者 当前政策威胁人才流入[146]
Artistic Milliners Acquires Cone Denim
Yahoo Finance· 2025-09-18 13:31
Pakistan-based denim manufacturer Artistic Milliners announced on Thursday the acquisition of a majority stake in Cone Denim, the U.S.-based denim mill with facilities in Mexico and China, from Elevate Textiles. The new multi-national company will operate under the historic Cone Denim name. Artistic Milliners’ Pakistan operations and business will continue to operate independently. The transaction is expected to close in the first quarter of 2026. More from Sourcing Journal “Cone Denim’s distinctive posi ...
India's Gokaldas eyes EU growth, Africa expansion to counter Trump's tariffs
Reuters· 2025-09-18 07:30
市场扩张战略 - 印度纺织品制造商Gokaldas Exports计划增加对欧盟和英国的出货量 [1] - 公司计划在非洲扩大生产规模 [1] 经营环境变化 - 美国惩罚性关税措施可能削弱公司利润 [1]
UniFirst Corporation Plans to Announce Fourth Quarter Results on October 22, 2025
Globenewswire· 2025-09-17 19:28
WILMINGTON, Mass., Sept. 17, 2025 (GLOBE NEWSWIRE) -- UniFirst Corporation (NYSE: UNF) will report its Fiscal 2025 fourth quarter results on October 22, 2025 before the market opens. The Company will also hold a conference call at 9:00 a.m. Eastern Time on October 22, 2025 to discuss its quarterly financial results, business highlights and outlook. In addition, the Company may answer one or more questions concerning business and financial developments and trends, the Company’s view on earnings forecasts and ...
US manufacturing output unexpectedly rises on rebound in motor vehicle production
Yahoo Finance· 2025-09-16 14:04
WASHINGTON (Reuters) -U.S. factory production unexpectedly increased in August amid a rebound in the output of motor vehicles and some nondurable goods, though tariffs continued to cast a shadow over the manufacturing sector. Manufacturing output rose 0.2% last month after a downwardly revised 0.1% fall in July, the Federal Reserve said on Tuesday. Economists polled by Reuters had forecast production for the sector, which accounts for 10.2% of the economy, would slip 0.2% following a previously reported u ...
GST reforms set to reignite consumption growth, spur corporate profitability
The Economic Times· 2025-09-15 01:00
核心观点 - 印度GST税制改革将四档税率结构(5% 12% 18% 28%)简化为三档(5% 18% 40%) 新税率将于2025年9月22日生效(烟草除外) [1][38] - 约90%商品从高税率档移至低税率档 直接惠及消费者 预计将提升城乡市场购买力和消费水平 [1][38] - 改革旨在改善税收合规性 减少诉讼 提升营商便利度 建立更高效的增长友好型税收生态系统 [1][38] 宏观经济影响 - 预计在4-6个季度内为名义GDP增长贡献100-120个基点 抵消美国加征关税的负面影响 [7] - 预计2025-26财年消费者通胀将缓解30个基点 全年CPI均值预计为2.7% [8] - 私人消费增长预计在当前财年下半年提高40-50个基点 帮助印度经济抵御外部阻力 [4] - 企业整体盈利能力预计较2024-25财年提升1-1.5% [5] 财政影响 - 政府预计因GST税率下调造成4800亿卢比税收损失 [9] - 除非政府通过放缓资本支出强度吸收损失 否则将使2025-26财年财政赤字率超过4.4%的GDP目标 [9] - 高额印度央行分红 石油营销公司可能提高消费税 以及撤资计划将帮助缓解收入损失 [10] 行业影响分析:正面 - 快速消费品:必需品(发油 饼干 牙膏 果汁 香皂)税率从12-18%降至5% 预计推动销量增长200-300个基点 [11][15][21] - 消费耐用品:房间空调 32英寸以上电视 洗碗机税率从28%降至18% 预计房间空调需求改善10-15% [11][18][22] - 汽车:商用车 350cc以下两轮车 三轮车税率从28%降至18% 拖拉机从12%降至5% 小型车从28-31%降至18% [11][19][23] - 水泥:税率从28%降至18% 预计每袋价格下降25-30卢比 [11][20][24] - 可再生能源:太阳能 风能 燃料电池设备税率从12%降至5% 预计项目资本成本降低约5% [11][26][31] 行业影响分析:中性 - 保险:个人寿险和健康险税率从18%降至0% 但保险公司将失去佣金进项税抵扣 [28][29][33] - 纺织:织物 家纺和人造纱线税率从12%降至5% 但单价超过2500卢比的服装税率从12%升至18% [12][30][34] 行业影响分析:负面 - 石油勘探:海上油气勘探生产税率从12%升至18% 预计使ONGC现金流减少250-300亿卢比 [12][37][40] 受益公司 - 快速消费品:Britannia Industries, Colgate Palmolive, Nestle India, Emami [17] - 消费耐用品:LG, Daikin, Blue Star, Dixon Technologies [18] - 汽车:Maruti Suzuki, TVS Motor, Hero MotoCorp, Bajaj Auto [19] - 水泥:Prism Johnson, Heidelberg Cement [25] - 可再生能源:Tata Power, JSW Energy, Vikram Solar [26] - 银行:HDFC Bank, ICICI Bank, IDFC First Bank [27] - 保险:HDFC Life, SBI Life, Max Financial, LIC, ICICI Prudential, Star Health [29] - 纺织:Sanathan Textiles, Filatex India, Grasim Industries, Reliance Industries [36] - 石油勘探:ONGC, Oil India受负面影响 [37]
Loop Industries and Hyosung TNC Launch Strategic Alliance to Support Shift by Global Brands to Circular Polyester
Accessnewswire· 2025-09-11 22:00
公司合作 - Loop公司通过Infinite Loop™印度项目将纺织废料转化为高纯度Twist™聚酯 [1] - Hyosung TNC公司将把上述聚酯材料转化为其Regen™系列的高性能纱线 [1] - 此次合作进一步扩大了Loop公司的客户基础 [1] 产品与技术 - Regen™产品组合受到领先服装和纺织品品牌的信任 [1] - 该项目实现了纺织废料向高性能纱线的循环转化 [1]