As the holiday season approaches, FedEx is typically a bellwether for the economy and its weakness of late has some believing it is forecasting a slowdown as they navigate the tariffs. But as more companies take on delivery challenges around protecting their online presence, FedEx is poised to bounce as consumers steadily move more of their purchases online despite increasing prices, people still want their packages.

The growth of Amazon these past few years has been remarkable and the challenges coming will test their resolve. Penetrating the India market, shifting mindsets around trying to commoditize the Echo line, and disrupting the food industry, should give us opportunity to take a position in the giant.

Arguably the driving push behind the force known as Alibaba, the visionary Jack Ma has made moves to return to his pursuit of education at what is viewed as an inconvenient time. This transition is aligning with China’s efforts to counteract the trade war with the United States but is an opportunity for investors with a middle class that has an insatiable appetite for the Amazon of China.