Stark reminder for all execs talking up SME exposure
The smaller, the more exposed to China
All eyes are on the Panalpina (PAN) extraordinary general meeting taking place in Basel next Friday – some background here, here and here. But with nothing substantial coming through lately from my sources, I have developed my own theory about what could be next for the Swiss 3PL and its possible partner Agility (AGY), trying to make sense of the latest events amid a slew of conversations with my senior contacts since early January.
Mind you: we are in purely speculative territory ...
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