Drewry Maritime Equity Research Monthly Insight - Feb 2016
• Global macroeconomics: The economists surveyed by Bloomberg expect the US Fed to postpone the next interest rate hike (anticipated to happen in...
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Deja Vu - They Are Throwing in the Towel
Readers of Smartkarma will remember our piece lamenting how PE was partly to be blamed for the pain in dry bulk shipping. We questioned the wisdom...
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Investing in Drones
From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military...
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DMER Launches Model Stock Portfolio for the Maritime Sector
We are pleased to announce that Drewry Maritime Equity Research (DMER) has launched a model portfolio, selecting stocks within the global maritime...
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National Assembly 4 Year Cycles & Its Impact on Korean Construction Stocks
Because construction and real estate represent such a large component of the total economy in Korea, we have noticed that there tends to me much...
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