Chinese Transportation: In A Sea Of Decline, Express & Int'l Air Travel Are Islands of Growth
It's probably not a surprise that growth rates for most modes of Chinese transportation have slowed in recent years. The now years-long slowdown in...
202 Views
DMER - Maritime Financial Insights - September 2016
• Credit markets: Global yields drifted lower in recent months, thanks to the low interest rate environment, ongoing stimulus imposed by the ECB as...
173 Views
Breaking Down Chinese Inflation Data: More Than Meets the Eye
The recent consumer and producer price indexes had people feeling relieved that pricing pressures seem to have abated somewhat. CPI came it below...
183 Views
DMER - Dry Bulk Shipping - Focus on "What's Working" from "What's Broken"
In our last update on the dry bulk sector in early summer, “Turning Neutral as the normalisation takes...
178 Views
PM Views & Responses on Portfolio Construction
I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming...
182 Views