Baltic Dry - It’s That Time of Year. Again. [2019 Version]
This insight starts with a bit of history. It is entirely extraneous to the data, but I think the history is kind of fun (iron ore, Baltic Dry, and...
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Baltic Dry - It's That Time of Year. Again. [2018 Version]
This insight starts with a bit of history. It is entirely extraneous to the data, but I think the history is kind of fun. If you want to get right...
261 Views
Thai Strategy 2018 (Part III): Sector Outlook & Highlights
In the final part of our 2018 strategy series, we drill down the Thai market by the sector rather than broad macro themes discussed in the first...
211 Views
The View Through a Shipper's Lens & More
We had the chance to meet up with Khaleed Hasheem, founder of PSL (one of Thailand's three big shippers), this week and catch up on some of his...
466 Views
A Breakthrough in Bulk Last Week – and Some of the Drivers
A boring passive ship owner stock like Diana Shipping Inc (DSX US) exploded to the upside last week. There were some upgrades. And there were...
242 Views