Trade is becoming more global as countries have strategic advantages to making goods in their home company and then trading them for cheaper goods abroad. Everyone benefits from global trade through specialization, but those goods need to move from one place to another. Logistics and shipping companies will benefit over time as more consumers required more goods all around the world.

Additionally, just in time inventory requirement create an environment where logistic and shipping are more constant and flexible.

ASEI: Will benefit from increasing trade, because they specialize in screening and inspections. Complex global trading platforms only make the job quicker, more difficult, and more profitable. Security requirements also make inspections more important. … "Global Trade Growth" has a significant impact, so an analyst should put more weight into it.