Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
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Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation Support
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation SupportWith an uptick in economic activity and trade...
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Korea Aerospace Industries - Fighter Jets, Helicopters, & Commercial Planes (Part 1)
This report is Part 1 of an in-depth report on Korea Aerospace Industries (047810 KS) ("KAI"). While the stock is down nearly 45% from its highs in...
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DFRS Port Operators - Signs of Recovery ?
DFRS Port Operators - Signs of recovery ?Full-year growth at sample ports in most world regions was modest in 2016, averaging just over 2%...
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Asia Market Strategy: Is There No Stopping This Bull Run?
There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again). Global reflation trade over next few...
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