DFRS Shipping Outlook 2017 - Returns Set for a Comeback
“Capital Returns” benchmarked to shipping In our DFRS Shipping Outlook 2017, we benchmark our shipping investments thesis to "Capital Returns:...
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Stefano's Mandarin Is Improving
We have argued in several Insights over the past 18 months that the retail pharmacy sector is evolving into a global business and that a leading US...
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The Decline of the Entrepôt Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
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Container Shipping - Spot Rates Touch 20-Month High
In a positive start to the year, spot container freight rates on the major East-West routes reached a 20-month high this week and have risen above...
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Boards Are Not Turkeys. Stop the Stuffing.
SIZE IS IMPORTANT… Revenue: Highest ranked company only needs 16 directors Return on assets: Overstuffed boards are less nimble Market...
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