ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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DFRS LPG Shipping Outlook 2017 - Recovery from Oversold Levels, but Not Out of Woods Yet
DFRS LPG Shipping Outlook 2017 -Recovery from oversold levels, but not out of woods yet We reiterate our Neutral view on the LPG shipping and...
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DFRS LNG Shipping Outlook 2017 - Oversupply Will Weigh on What Fundamentally Is a Liquefaction Story
DFRS LNG Shipping Outlook 2017 - Tonnage Oversupply Will Continue to Weigh Despite new liquefaction capacity that will come online in 2017, the...
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Surging Coal Prices Drove Positive 2016 Profit Alerts for Coal Companies
The positive 2016 profit alerts from China’s coal companies are within expectations, with profit rebounds driven by higher coal prices. The...
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Top 5 Risks for Business in Asia Pacific
Control Risks, the pre-eminent global risk consultancy, has identified the following key business risks in Asia Pacific for 2017.Written by Steve...
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