Bank of America Sees Value in Small and Midcap Stocks

Bank of America Sees Value in Small and Midcap Stocks

Bank of America strategists believe small-cap stocks present compelling investment opportunities amid policy shifts and market structure adjustments. Policies aimed at reducing the cost of living benefit small businesses. Increasing investor concerns regarding tech stocks and the market's transition from asset-light to asset-heavy models further support small-cap performance. These factors collectively create a favorable environment for small-cap investments, suggesting potential outperformance in the current market landscape.

02/12/2026 Logistics Industry Insights
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North American Class 8 Truck Orders Jump Amid Economic Recovery

North American Class 8 Truck Orders Jump Amid Economic Recovery

North American Class 8 heavy-duty truck orders surged in September, up 160% year-over-year, reaching the highest level since October 2018. Key drivers include economic recovery, increased freight volume, rising freight rates, and pent-up demand. The market outlook is optimistic, but attention should be paid to risks related to the pandemic, supply chain disruptions, and policy changes. Companies should seize opportunities and proactively address challenges.

02/03/2026 Logistics
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Governments Struggle to Balance Aviation Taxes and Public Finances

Governments Struggle to Balance Aviation Taxes and Public Finances

This paper explores the fundamental principles of taxation systems, comparing different tax models and focusing on their application within the air transport industry. Sound tax policy for air transport should strive to balance multiple objectives, including securing government revenue, promoting industry growth, and protecting the environment. The analysis considers the impact of various tax approaches on the industry's competitiveness and sustainability, advocating for a balanced and equitable tax framework.

02/03/2026 Logistics Industry Insights
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Temu Tightens Rules on Duplicate Listings to Boost Crossborder Ecommerce

Temu Tightens Rules on Duplicate Listings to Boost Crossborder Ecommerce

Temu's ban on product redundancy sets new compliance requirements for cross-border e-commerce sellers. Sellers need to adjust product strategies, optimize inventory management, strengthen multi-store collaboration, and leverage ERP systems to improve operational efficiency and achieve refined growth. This is crucial to address the challenges and mitigate risks associated with the new policy. Sellers must adapt to avoid penalties and maintain a competitive edge on the Temu platform.

02/03/2026 Logistics Industry Insights
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Freight Market Slump Continues As Carrier Profits Decline

Freight Market Slump Continues As Carrier Profits Decline

The TD Cowen/AFS Freight Index report reveals that the freight market faces numerous challenges, including excess capacity, declining rates, and policy uncertainty, making it difficult for carriers to maintain profitability. The report analyzes the current state and trends in the truckload, parcel, and less-than-truckload (LTL) markets. It emphasizes that technological innovation and service upgrades are crucial for future development and success in navigating these market complexities.

02/04/2026 Logistics Industry Insights
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Shopee Imposes New Fees on Southeast Asian Sellers

Shopee Imposes New Fees on Southeast Asian Sellers

Shopee will implement a 5% technical service fee across its Southeast Asian sites starting February 2026. This analysis examines the impact of this policy on sellers, including squeezed profit margins and increased price competition. It proposes strategies to adapt, such as optimizing cost structures, adjusting pricing strategies, and diversifying sales channels. The aim is to help sellers navigate these changes and maintain competitiveness in the evolving e-commerce landscape.

02/03/2026 Logistics Industry Insights
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Malaysians Face Updated Visa Rules for Hong Kong Travel

Malaysians Face Updated Visa Rules for Hong Kong Travel

This article provides a detailed explanation of the visa policy for Malaysian citizens visiting Hong Kong. It clarifies the 90-day visa-free entry for tourism purposes and elaborates on the visa application process, required documents, and transit regulations for special circumstances such as long-term residence, work, or study. It also answers frequently asked questions, offering a comprehensive visa guide for Malaysian citizens traveling to Hong Kong.

02/03/2026 Customs Knowledge
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Feds Waller Hints at Possible December Rate Cut

Feds Waller Hints at Possible December Rate Cut

Fed Governor Waller strongly supports a 25 basis point rate cut in December, citing a weakening labor market and economic slowdown. Despite some officials' caution, Waller believes current data sufficiently justifies action. This move raises questions about Waller's motives, including the interpretation of economic data, the effectiveness of monetary policy, political influence, and internal Fed dynamics. The market widely anticipates a December rate cut, but the future economic trajectory remains uncertain.

02/04/2026 International Settlement
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Amazons AHA Program Faces Scrutiny As Seller Fees Rise

Amazons AHA Program Faces Scrutiny As Seller Fees Rise

Amazon's AHA program aims to protect compliant seller accounts, but the associated increase in logistics and warehousing costs intensifies operational pressure. To navigate this competitive landscape, sellers need to refine operations, accelerate inventory turnover, control stock levels, and consider diversifying sales channels to adapt to Amazon's policy changes. The rising costs present a significant challenge, requiring sellers to optimize their strategies for profitability and sustainability on the Amazon platform.

01/04/2026 Logistics Industry Insights
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EU Tax Reforms May Disrupt Crossborder Ecommerce

EU Tax Reforms May Disrupt Crossborder Ecommerce

The EU's plan to levy taxes on small parcels signals a potential end to the de minimis threshold era, aiming to address customs supervision challenges and unfair competition. Globally, many countries are also adjusting their de minimis policies. Cross-border e-commerce sellers need to closely monitor policy changes, optimize logistics, adjust pricing, and expand markets. Embracing compliant operations is crucial to thrive in this changing landscape and secure future development.

12/31/2025 Customs Knowledge
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