Stark reminder for all execs talking up SME exposure
The smaller, the more exposed to China
ID 173991936 © Sylwia Szmulewicz PÄ…czkowska | Dreamstime.com
Reading the tea leaves at least once a week is a useful exercise.
And after silently watching, sell-side research house Bernstein – in a note headed “The bottom is down here somewhere… But do we bounce off it, or roll along a bit?” – looks today at the competitive landscape, trying to figure out what could be next for transport and logistics.
The analysts deserve a pat on the back because not a single day goes by that some guru tells us ...
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