Container Shipping - 2016 Another Record Likely, This Time on Scrapping
Container Shipping - 2016 Another Record Likely, This Time on ScrappingMore containership capacity is being demolished than ever before, including...
179 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...
207 Views
Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
185 Views
Tanker Shipping Cycle - Counter Cyclical Investment Strategy to Run Its Course, Downgrade to Neutral
Counter cyclical investment strategy to run its course, Downgrade to Neutral on multiple headwinds • Demand for tankers to grow, albeit at a slower...
334 Views
DMER Equity Insights - May 2016
Mixed monetary stance adopted by the central banks; dry bulk shipping stage a comeback• China’s thrust is on credit expansion, but growth remains...
179 Views