Unsold GXO – Vertical integration in logistics? You must be kidding
Forget that myth
Say you were a man in your 80s or 90s, looking to deploy almost $130bn of cash, or part of it, saved during your business lifetime.
Just like Warren Buffett you have a long-term investment horizon, but you also enjoy the occasional bet – remember his Exxon trade several years ago? Let’s approach what comes here with the same mindset, assuming a T variable in the investment period of less than 18 months but over a year.
So we are looking for ...
January strike at US east and Gulf coast ports now inevitable, say forwarders
Indian air cargo really flying, powered by a booming ecommerce market
Airfreight rates level out, but looming turbulence could see prices rise again
Tariff threat makes no waves as spot rates tread water ahead of new GRIs
The Red Sea crisis and its impact on containership deployment
Trump tariffs on China a boost for exporters in Vietnam, Thailand and South Korea
A new trade war with US would threaten China’s 'historic' airfreight boom
€1.9bn handout for DB Cargo restructure 'is in line with EU state aid rules'
Comment on this article