Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
185 Views
Port Operators - Valuations Downshift on Structural Changes
Since the GFC, the global port operators have been under-performing the MSCI world index. The divergence has increased in the last 18 months and is...
319 Views
Global Logistic Properties (GLP:SP) May Provide an Antidote to China's Congestion Woes
A transportation network built to serve external trade frustrates Chinese domestic logistics customers, whose needs differ from those of importers...
542 Views
Marketnomix Country Insights - China
China’s economic slowdown will continue to be a major cause for concern for the global economy. Slowing economy together with declining with FX...
158 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