China: May Industrial Production Held Steady, Fixed Asset Investment, Loans Growth Slowed
China’s data releases in recent days have continued to broadly reflect the ongoing slowdown in the economy. While industrial production remained...
164 Views
US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
266 Views
Maritime Model Portfolio - Adding Risk with Upgrade on Dry Bulk and Downgrade on Tanker Shipping
Adding risk with upgrade on Dry bulk and downgrade on Tanker shippingThe main change in our stance from the one shared at the start of this year is...
189 Views
Dry Bulk Shipping - Turning Neutral as Normalisation Takes Hold
I would direct readers to our thematic pieces earlier this year, (https://www.smartkarma.com/insights/shipping-has-to-become-boring-again) and...
206 Views
Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
183 Views