Kim Warren on Strategy

Strategy insights and living business models

· Strategy

Cotton cycles ...

I see (www.cotlook.com) cotton prices have hit a 2½ year high on fears that the Pakistan floods will cut supply – the country produces nearly 7% of world supply. The dynamics of this are pretty easy to lay out, just like many other cyclical industries:

Kim Warren

capacity expansion, cotton, cyclicality, industry dynamics, strategy dynamics

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