Source: http://www.channelnewsasia.com/news/business/isetan-lost-s-3-1m-last/1685270.html
As more consumers move to online shopping, there will be more demand for logistics sector in terms of warehouses for storing goods and courier services to deliver goods.
3 sectors for growth (Online shopping)
- Online payment services
- Logistics and warehousing
- Insurance (to protect online consumers)
There are a few stocks that i see opportunity in but not all of them are cheap at the moment.
- Singapore post - Established a good online platform for online shopping and a leading provider of mail, logistics and retail solutions in Singapore
- Global Logistics Property - Invest and own logistic warehouses around the world, also owned or partially owned by state-run wealth fund
- Mastercard (US. listed) - Provides to a bulk of online and offline payments around the world
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