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...
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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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The Decline of the Entrepôt Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
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Container Shipping - Spot Rates Touch 20-Month High
In a positive start to the year, spot container freight rates on the major East-West routes reached a 20-month high this week and have risen above...
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Boards Are Not Turkeys. Stop the Stuffing.
SIZE IS IMPORTANT… Revenue: Highest ranked company only needs 16 directors Return on assets: Overstuffed boards are less nimble Market...
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