Chinese stimulus plan – defend and spend
Don’t burst the bubble…
DSV: STAR OF THE WEEKDSV: FLAWLESS EXECUTIONKNIN: ANOTHER LOWWTC: TAKING PROFITMAERSK: HAMMEREDZIM: PAINFUL END OF STRIKE STLA: PAYOUT RISKAMZN: GOING NOWHEREAMZN: SEASONAL PEAK PREPARATIONSJBHT: LVL PARTNERSHIPHD: MACRO READING AND DISCONNECTSTLA: 'FALLING LEAVES'STLA: THE STEEP DROP
DSV: STAR OF THE WEEKDSV: FLAWLESS EXECUTIONKNIN: ANOTHER LOWWTC: TAKING PROFITMAERSK: HAMMEREDZIM: PAINFUL END OF STRIKE STLA: PAYOUT RISKAMZN: GOING NOWHEREAMZN: SEASONAL PEAK PREPARATIONSJBHT: LVL PARTNERSHIPHD: MACRO READING AND DISCONNECTSTLA: 'FALLING LEAVES'STLA: THE STEEP DROP
Who goes where logistics providers fear to tread? While FedEx and UPS continue to try to overcome the numerous barriers to entry being thrown in the way in their attempts to access the Chinese market, Amazon seems in the clear to just go ahead and build its own delivery network. It is now the largest it has outside the US and is continuing to grow. According to this article, it also employs a substantial driver workforce, operating anything from a truck to a scooter to make deliveries. Is Amazon becoming the world’s most unstoppable company?
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