Trump's Victory, The Danger of Certainty, and an Actionable Idea: Get Short US Int'l Trade Flows
Trump stuns with a comfortable win: Last night Donald Trump won the US presidency, edging out Hillary Clinton in several swing states to secure...
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Organic Growth at China Merchants Port, Cosco Shipping Ports Remains Weak. Acquisitions? Expensive!
In line with September's macro numbers (see China: Exports Fall but Reforms Apace and Chinese Trade Data Recap: It Isn’t Pretty), organic growth...
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DMER - Chinese Port Operators 3.0 -Cosco Shipping Ports Our Top Pick, Dalian Port Least Favoured
In our earlier updates we looked at the macros of the Chinese port operators and key regional developments,...
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DMER - Chinese Port Operators 2.0 - Pearl River Delta, Yangtze River Delta and Bohai Rim, HK Update.
In our update yesterday, https://www.smartkarma.com/insights/dmer-chinese-port-operators-avoid-bottom-fishing-in-troubled-waters, we looked at the...
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DMER - Chinese Port Operators - Avoid Bottom-Fishing in Troubled Waters
DMER - Chinese Port Operators – Avoid Bottom-Fishing in Troubled WatersIn our mid-summer report we had highlighted the port sector’s valuations...
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