Recent Resilience of the Capital Goods Industry
Stocks categorised to the Capital Goods Industry are involved in a wide range of manufacturing and distribution activities. The majority of...
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China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans
A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in...
183 Views
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:...
255 Views
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...
237 Views
2017 Dollar/Cyclicals/Shipping/Stocks in Bullets
Here in brief is what a PM friend had to say during a discussion on 2017 expectations:USD flattens. EUR goes to parity first. China no meaningful...
200 Views