Supply Chain Investing

Published: Jan. 17, 2019, 8 a.m.

b'

On today\\u2019s show we\\u2019re talking about some of the excellent global research performed by accounting firm Price Waterhouse Coopers. They recently published their latest prediction reports for a number of geographies around the world. 

\\n

Yesterday we talked about the worst asset class in the PWC survey, that is retail. Today we\\u2019re going to the opposite end of the spectrum. It\\u2019s really a story about changes in the retail environment. Where there are changes, there are winners and losers. Retail\\u2019s loss is a win for warehousing and fulfilment.

'