Deutsche Post Has 'Very Balanced' Portfolio, CFO Says

The video discusses the German economy's near-recession state and the company's strong first quarter results driven by a balanced portfolio and e-commerce growth. It predicts a more dynamic second half of the year for Germany and highlights the global economic outlook. The German consumer market is seen as stable despite media reports. The video also covers industry consolidation and the company's strategic focus on operational improvements and small acquisitions.

What expectations does the speaker have for the second half of the year regarding growth?

What is the speaker's perspective on the need for consolidation in the forwarding industry?