The Loadstar


China fears ‘losing face’ as Japan bankrolls exodus of firms

China’s dominance in trade and manufacturing looks likely to have been affected by the Covid-19 epidemic – and countries’ increasing concerns about their supply chains.
Japan has offered 87 companies subsidies to move their production to Japan or southeast Asia, …



On the wires: Expeditors, you say? Simply stunning

These were the prepared remarks on Tuesday of Jeff Musser, president and chief executive officer of Expeditors (EXPD), commenting on his company’s stunning Q2 ’20 performance (sadly don’t expect anything else like calls or public interviews, EXPD has its own …


Conf call redux: Management glee at DSV’s ‘best ever’

DSV executives could barely contain their glee as they discussed the Danish 3PL’s ‘best-ever’ quarterly results with the analyst community on the Q2 conference call.
Of course, it didn’t go unremarked that DSV’s financials have been affected to the upside …



HEI: What if?

THE HEISENBERG writes:
What if the path to a vaccine is longer than expected?
What if all the posturing and rhetoric between Washington and Beijing finally produces an “accident” with geopolitical and/or market ramifications simply too large to ignore?
What …