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...
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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...
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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...
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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...
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Hanjin Shipping Aftermath: Which Carriers Are Most Stressed? And What's Next For The Sector?
In this note we attempt to add to Smartkarma's coverage of Hanjin Shipping Co Ltd (117930 KS)'s recent bankruptcy filings in South Korea and the...
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