Analysis: All eyes on 2024 but already DHL smells (a lot) of break-up value
…the parts have seldom been more compelling
“What we need to do is always lean into the future, when the world changes around you and when it changes against you – what used to be a tail wind is now a head wind – you have to lean into that and figure out what to do, because complaining isn’t a strategy,” Jeff Bezos
The shares of Alibaba and JD.com, the first- and second-largest e-commerce players in China, have enjoyed spectacular runs in the past 12 months. But as ...