Analysis: The DHL bull thesis in a bear market for air/sea yields
The inner beauty
DHL Global Forwarding, Freight’s (DGFF) ambitious New Forwarding Environment (NFE) project had a longer history than many realise.
Back in 2008 if not earlier, the seeds of what would become NFE were first sown – it was a truly novel initiative within the German group’s asset-light unit: a genuine blue sky, green fields, blank page approach to re-writing the heart and brain of the largest global logistics entity on earth.
Keep in mind, DGFF had already undergone some 15 years of marathon ...
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