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Blog Supply Chain Crisis: Disruption Should Lead to Greater Diversification Supply Chain Crisis: Disruption Should Lead to Greater Diversification Supply chains set to become less dependent on China over time.
Viewpoints Three Disruptive Trends Set to Transform the Auto Industry Three Disruptive Trends Set to Transform the Auto Industry Disruptions should lead to opportunities for investors who can identify the likely winners and losers.
Blog Supply Bottlenecks Likely to Ease by the End of the Year Supply Bottlenecks Likely to Ease by the End of the Year The supply-demand imbalance should ease as spending on services outpaces demand for consumer goods in developed markets.
Blog Global Chip Shortage: The Winners and Losers Global Chip Shortage: The Winners and Losers We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.
Yishan Cao Credit Research Analyst Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Cao is a senior vice president and credit research analyst in the Hong Kong office, responsible for the technology, media and telecommunications (TMT), consumer and retail sectors in the Asia-Pacific region. Prior to joining PIMCO in 2012, Ms. Cao was a vice president in Credit Suisse’s investment banking division, where she covered the U.S. retail and consumer industry out of New York from 2007 to 2011 and the China technology industry out of Hong Kong from 2011 to 2012. Previously, she was with Dairy Farm International in Hong Kong, responsible for evaluating business development opportunities in North Asia. She has 19 years of investment experience and holds an MBA from Harvard Business School. She received an undergraduate degree from Princeton University.