Did Hanjin Bankruptcy Mark the Bottom for the Container Industry?
Did Hanjin bankruptcy mark the bottom for the container industry?We at Drewry believe so, confluence of factors such as demand support from better...
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A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
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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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Globalization May Be Going Extinct, Replaced by a New Global Populism
Brexit was the first visible symptom that of the rise of the more insular, economically viable, semi-protectionist nation state is stirring to...
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DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels
DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels In the current interest rate environment, we...
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