Industrial Capsule: Construction in China
Pace of China’s residential construction expected to decelerate Investments into transport infrastructure is growth driver in light of slow...
251 Views
Kra Canal New Update: All Systems Go, Maybe (One Belt, One Road File)
The Kra Canal, at the Isthmus of Kra in Southern Thailand, may soon come back into focus. This gargantuan potential project has been put forth...
353 Views
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
2.6k Views
Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
258 Views
100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
200 Views