Solid interims plus insight from Prologis – Asian 3PLs, inventory & data centres
More of the same but more of the rest too
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 ...
Freight rates will stay high next year – no respite for shippers, predicts Drewry
Carriers battle for market share as demand falls and alliance shuffle looms
Rates still slipping as peak season recedes and port strike threat subsides
A Trump presidency would put pressure on ocean rates and Asian exports
DP World buys 47,000 teu of containers to boost 'end-to-end' ambitions
Europe's logistics operators tighten security after alert by UK counter-terror services
Delhi taking the lion's share of India's new air cargo capacity
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