Deutsche’s Mehrotra Looks Beyond the Upcycle

The worst appears to be behind transportation markets, and it’s just a matter of time before the freight recession gives way to growth. In this Talking Transports podcast, Deutsche Bank’s managing director in charge of transportation and shipping research, Amit Mehrotra, joins Bloomberg Intelligence senior transportation & logistics analyst Lee Klaskow to discuss the outlook for freight markets and which companies have secular tailwinds. He’s looking for companies with opportunities for outsized demand growth or turnaround-operations stories. J.B. Hunt, Saia, Norfolk Southern, Union Pacific and UPS are some of Mehrotra’s favorite freight stocks in 2024. He also talks about precision-schedule railroading, intermodal trends, the Red Sea crisis and share opportunities for less-than-truckload carriers.

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