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Asian Air Freight Market Continues to Fly High – Can it continue in 2018?

The latest data from the Association of Asia-Pacific Airlines notes that through November 2017, freight-tonne-kilometers (FTKs) are up 10.0% year-over-year. Indeed, for the month of November, the association’s Director General noted that new orders and strong demand from advanced economies led the growth in the region’s airline volumes.   Asian airports including Hong Kong, Incheon […]

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Top Blog Posts of 2017

I’m sitting here at my desk while trying to adjust to a new pair of glasses (btw it took a few extra days to get thanks to shipping delays, a trend this holiday season….) and reviewing 2017 results. The year certainly had its ups and downs but overall it was a good year. The APAC […]

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Recovered from Cyberattack, FedEx Express Takes Off

An impressive quarterly earnings report from FedEx for the period ending November 30. Cost cutting and disciplined rate management resulted in positive gains across the company’s major divisions. Overall, revenue (as reported) increased 9.4% to $16.3 billion, operating income climbed 7.7% to $1.26 billion and net income was up 10.7% to $775 million. Results from […]

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Shaking the 2017 Logistics M&A Tree

It’s always fun to chat with Eric Johnson of American Shipper about any topic whether it’s college football, politics or logistics. So, this week, we decided to invite all of our Twitter friends to chat about logistics mergers & acquisitions. 2017 seemed like a fairly quiet year for m&a activities. In my opinion, there were […]

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Bitcoin’s Role in Logistics

It’s been a crazy rollercoaster ride for Bitcoins this year. At the beginning of the year, the price of one Bitcoin was below $1,000. It hit $5,000 in October, then doubled by late November. And on Thursday (Dec. 7), the price of a single Bitcoin rose above $20,000 on some exchanges, according to Coinmarketcap. Created […]

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Africa’s e-Commerce Potential is Awesome but……

What started out as a basic blog post ended up a whitepaper instead. Yes, there is that much going on in the Africa’s e-commerce space. The risks are high, the infrastructure remains a challenge and the political environment leaves alot to be desired but all of these obstacles are creating an unique environment for e-commerce companies. Similarities […]

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Has Walmart Finally Figured out China?

Walmart’s recent quarterly earnings put the retail industry on notice. It ain’t all about Amazon. U.S. comparable sales rose 2.7% from a year earlier, its strongest growth in eight years and e-commerce sales were up 50% year-over-year for the quarter. And indeed, it ain’t all about the U.S. either. For the third quarter, 2017, total […]

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Forwarders Face Reduced Capacity, Rate Increases and Digital Threats

Capacity and rates are perhaps the biggest challenges for freight forwarders. Amplified even more in this year’s earnings reports, many forwarders struggled with profitability despite achieving year-over-year revenue increases and volume gains. Market trends such as ocean freight market consolidation, air carriers’ strategic removal of capacity and persistent high airfreight rates were among the contributing […]

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A Logistics View of Amazon’s Q3/9 Month 2017 Earnings

Amazon did not disappoint investors as net sales increased almost 34% for third quarter 2017 to $43.7 billion. Despite operating income declining 39.6%, a positive net income of $256 million was achieved. However, worth noting, third quarter 2017 net income was only 1.6% higher compared to third quarter 2016. Perhaps more concerning is that net […]

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Reorganizing India’s Supply Chain

Emerging markets are back in vogue with investors. After riding high for several years, global economic conditions caught up with many of these countries and as such, growth slowed and for some countries, there was a retrenchment. Now, more countries are opening their doors to global commerce. The opportunities are great. Consider these major findings […]

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