Mr Joy's round-up – make your play in the Game of Logistics
Time to hit it out of the park… or cop a hospital pass
There have been casualties on the stock market in the past week as we expected since briefly touching upon “logistics on steroids” on 8 January and afterwards – click here, here, here and here – only a few days before the coronavirus scare emerged and the initial reports highlighted a “grave situation” out of China.
But if you think the latest retracement – my 2020 Black Monday coverage here – was enough to punish several logistics stocks on our radar, well, think again: a cautious approach seems ...
Etail by air – here to stay or on a short shelf life?
HMM sees opportunities in Hapag-Lloyd’s exit from THE Alliance
The rise and rise of China's ecommerce platforms
Legal battle heats up over 'unseaworthy' and 'reckless' MV Dali
DSV chief reticent on Schenker: the focus on growing market share
Increasing scrutiny could stall rise of ecommerce platforms, as TikTok faces US ban
Another strong month for US ports as container flows continue to rise
MSC redeploys 'Israel-linked' box ships away from Persian Gulf
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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