MSC's classic Clasquin deal blurs neutrality line – so what?
Drop by drop
“ProShares plans to launch the ProShares Supply Chain Logistics ETF [exchange-traded fund], which aims to offer market participants exposure to stocks involved in the supply chain logistics space” – Seeking Alpha, 12 January 2022.
Soft Monday coverage cannot refrain from highlighting the tremendous success story of wonder-ZIM – just as going all-in or not, attracted to a single stock or hedging supply chain exposure via a logistics basket (however small or sizeable), seems to be investors’ obsession, judging by the daily feedback ...
OOCL box ship in Red Sea hit by rocket fired from a drone
Carriers roll out new ancillary charges – 'we're going to need every dollar'
Failure of GRIs means a tough time for carriers in new-contract talks
DB Schenker – top board member exit rumoured
Carriers likely to follow MSC and hike ancillary charges on Indian exports
Geopolitical shocks pose the greatest threat to supply chain health
Interest in sea-air services on the rise, with new tech on the way to help
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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mobile: +44 7402 255 512
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