Tax Reform Top of Mind for Wide-Moat U.S. Industrial Firms
Shares of diversified industrials have traded up in the aftermath of the U.S. presidential election, frothy with anticipation as a...
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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...
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Brimming Onshore Storage Forcing Traders Towards Oil Tankers
Oil tanker market has been pretty strong past couple of days with rates on benchmark AG-Japan trade crossing $80,000 per day. Higher number if...
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Container Leasing 2016 - Outlook Remains Placid
Stocks down on gloomy industry outlook Source: Bloomberg, DMER Investors suffered massive wealth erosion in 2015, as share prices of container...
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Tanker Shipping-2016 - Moderation Likely but It Ain't over Yet, The Preferred Investment In Shipping
Moderation likely but it ain't over yet Source: Bloomberg, DMER The uptrend in share prices that started in the tail end of FY14 continued in 2015...
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