A man in a gas mask in the smoke

This Indian summer has brought about a slew of hot rumours and serious – and some less serious – market talk regarding deal-making that I thought it would be worth sharing in a preliminary attempt aimed at predicting what could be next in our beloved, sometimes overly cautious, industry.

What’s known

Drawing from several conversations about CMA CGM/Ceva Logistics in the past few weeks, I have concluded that we are soon going to have to add about $1bn of almost evenly split ...

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