Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
174 Views
Container Shipping - Freight Rates Bottoming Out ?
Carriers have withdrawn extremely low spot market freight rates on some, but not all, routesDrewry’s Global Freight Rate Index, a weighted average...
173 Views
Growing Worries of China's Private Entrepreneurs
It has been noted that private sector investment in China has been weakening, but less commented upon is the massive increase in state-sector...
180 Views
Container Shipping - 1H16 Trade Volumes Confirm Generally Muted Market. Where's the Growth?
Half-year 2016 trade volumes confirm generally muted container market. Where’s the growth?Most of the major carriers had poor first-half financial...
259 Views
Kerry Logistics Network: Undervalued Mid-Cap Play on Rise of Modern Logistics in China, SE Asia
In this note we re-visit a theme introduced in our May note, Global Logistic Properties (GLP:SP) May Provide an Antidote to China’s Congestion...
385 Views