Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
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Eurozone: March Industrial Production Lower than Expected
Industrial Production growth in the Eurozone came in lower than expected in March 2016. On a seasonally and working day adjusted basis, production...
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Internet of Things as an Investment Theme
Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot...
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Container Shipping Industry Last Few Weeks Factoring in Doomsday
My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it...
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Container Shipping 2016 – Operators Facing Prisoner's Dilemma; Industry Could Lose USD 5bn in 2016
Seven years after the start of the global financial crisis in 2008, the supply-demand balance of the container shipping industry remains...
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