Recent Resilience of the Capital Goods Industry
Stocks categorised to the Capital Goods Industry are involved in a wide range of manufacturing and distribution activities. The majority of...
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Map of China-To-US FDI Might Surprise...And Could Undermine Trump's Hard Line on China
The following map shows cumulative Chinese FDI into the US by Congressional (voting) District between 2000 and 2015. Perhaps somewhat surprisingly,...
368 Views
China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans
A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in...
189 Views
Growing Urban Population and Air Travel to Benefit Aircraft Industry
Growing urban population is expected to be one of the key factors contributing to increasing number of air travel. Consequently, this is expected...
214 Views
DFRS Shipping Outlook 2017 - Returns Set for a Comeback
“Capital Returns” benchmarked to shipping In our DFRS Shipping Outlook 2017, we benchmark our shipping investments thesis to "Capital Returns:...
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