Early Look June Economic Activity
Recent data of the excessively leveraged economy in China yielded few positive results. While data from previous months hinted that the Chinese...
174 Views
China: May Industrial Production Held Steady, Fixed Asset Investment, Loans Growth Slowed
China’s data releases in recent days have continued to broadly reflect the ongoing slowdown in the economy. While industrial production remained...
168 Views
US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
269 Views
Dry Bulk Shipping - Turning Neutral as Normalisation Takes Hold
I would direct readers to our thematic pieces earlier this year, (https://www.smartkarma.com/insights/shipping-has-to-become-boring-again) and...
209 Views
Port Operators - Valuations Downshift on Structural Changes
Since the GFC, the global port operators have been under-performing the MSCI world index. The divergence has increased in the last 18 months and is...
319 Views