Why China's port giants are sitting out the big M&A cycle
Avoiding the post-mortem
M&A vagaries are intrinsically hard to track.
Yet the latest speculation surrounding CH Robinson (CHRW) and the future of its Global Forwarding (GF) business is the epitome of a game – gotta love deal-making and odds-calling premonitions – where decisions made behind the scenes are seldom revealed until D-Day, if and when (M&A) D-Day arrives.
On a best-effort basis, however, reading the tea leaves is fascinating.
And also
Quite frankly, it adds value now to our preliminary musings from last month – 24 May, ...
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