Dry Bulk Shipping - Turning Neutral as Normalisation Takes Hold
I would direct readers to our thematic pieces earlier this year, (https://www.smartkarma.com/insights/shipping-has-to-become-boring-again) and...
207 Views
Tanker Shipping Cycle - Counter Cyclical Investment Strategy to Run Its Course, Downgrade to Neutral
Counter cyclical investment strategy to run its course, Downgrade to Neutral on multiple headwinds • Demand for tankers to grow, albeit at a slower...
334 Views
DMER Equity Insights - May 2016
Mixed monetary stance adopted by the central banks; dry bulk shipping stage a comeback• China’s thrust is on credit expansion, but growth remains...
179 Views
Warning on Korean Construction Stocks: Ruling Saenuri Party Is Crushed in National Assembly Election
We mentioned in our previous report National Assembly 4 Year Cycles & Its Impact on Korean Construction Stocks how the major Korean...
242 Views
Container Shipping - Woes for Carriers Deepen, Stay Sellers of APMM
Container Shipping - Woes for Carriers Deepen, Stay Sellers of APMMContract rates under severe pressure, losses to widen. According to Drewry’s...
203 Views