'Experiential Travel' Could Dampen Sales of Luxury Goods For Years; Avoid Luxury Retailers
Asian tourism demand generally remains strong, with departures from key markets all up YTD in 2016. However, shopping by Asian tourists (and...
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Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses
We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found...
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Early Look at October Chinese PMI
After facing troubles in the beginning of year from the weak economy, the Chinese appears to be further stabilizing during the third quarter. By...
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Container Shipping - "Survival" M&A In Full Swing, Japanese Big 3 Merge Container Operations
We have earlier argued that the current M&A in the container shipping industry is about "Survival" and not "Growth". This morning from...
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What's Driving Changes to Chinese Coal and Steel Prices?
While recent economic data releases of China are not promising, there are some positive prospects of the economy. While the RMB has been slumping,...
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