I am sharing my inputs as a supply chain professional. Please do not constitute this as financial advice without doing our own due diligence. when Covid hit, the world entered a lockdown. Many countries closed down their factories, keeping only the essential services at work. people started to work from home. With the restriction of movement & travel, people started to invest in a home office, virtual office software like $Zoom(ZM)$ , home entertainment like $Netflix(NFLX)$ . What was previously budgeted for travel and services, people started to turn to online shopping. The USA stimulus package simply powered on this consumption - some for basic essentials, some for home office, some for retail therapy. Essentially, the inventory within the USA was depleting. This led to replenishment orders being placed. Factories around the world resumed production and this started the ramp-up of the supply chain activities. 1. Congestio...
