In my opinion, growth of logistics services because of e-com is overhyped. If the e-com cos have to survive and grow, they will have to cut costs on all fronts, will have to set up many more warehouses, (perhaps shared) and move bulk of cargo by rail. Last mile connectivity will have to be provided by logistics companies. How many of them will be local players and how many will be listed players is to be seen. We can expect steady growth in business of logistics companies but nothing dramatic, I think.
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