Surging Asian Air Cargo Demand? The Search for Exposure (& Leverage)
Recently there have been signs of a pickup in air cargo demand in China and elsewhere in Asia. As noted by Osbert Tang, CFA in a recent piece here...
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Taiwan - Shorts Increase on UMC, Largan, TSMC, China Air; Cover on Novatek, Yageo, AUO
Total short notional in Taiwan stocks is TWD 240,943 mm (~US$7.99 bn) as of 7 February 2020. Over the week, the largest short positions were put...
363 Views
TRACKING TRAFFIC/Containers & Air Cargo: December Box Rates & Volume Firm | Air Cargo Weak, Again
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
381 Views
TRACKING TRAFFIC/Containers & Air Cargo: Container Rates Up | Ocean & Air Volume Growth Deflates
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
822 Views
TRACKING TRAFFIC/Containers & Air Cargo: Box Volume, Rates Both Move Up | Fuel Prices Retreat
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
388 Views