HJ Posted June 21, 2016 Share Posted June 21, 2016 Now that the Panama Canal expansion is upon us, I wonder if anybody has uncovered companies that will benefit or suffer from this. It just feels like this is quite an important event for the transportation / logistic space, and maybe have important implications for broader regional economies as well. BCG and CH Robinson Worldwide has done a joint study, linked below. https://www.bcgperspectives.com/content/articles/transportation-travel-tourism-how-panama-canal-expansion-is-redrawing-logistics/#chapter1 I wonder if anybody has come across good literatures or thoughts on this subject, as well as specific investment considerations. Thanks Link to comment Share on other sites More sharing options...
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