Comment / Supply chain radar: Mind the drop? Beware logistics (still) on steroids

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 ...