Should You Invest in Global Logistics Stocks?

Going Global with Logistics Investments

– US, EU, China dominate global logistics innovation
– Cross-border e-commerce and trade recovery rising
– Diversification outside India adds stability

Popular Global Logistics Stocks

– FedEx (FDX) – Global express & air freight leader
– UPS – B2B/B2C shipping powerhouse
XPO Logistics – Scalable 3PL operations in North America

Why Global Exposure Helps

– Exposure to global trade cycles and e-commerce
– Better margin structures and advanced tech use
– Hedge against INR depreciation via USD assets

Key Global Risks to Watch

– Geopolitical tensions affect global trade lanes
– FX risks in global earnings
Recessionary impact on global shipping demand

Investment Insights

– Focus on 2–3 year horizon
– Buy low, wait for re-rating