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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Our Ultimate Stock-Pickers Top 10 High-Conviction Purchases
Based on the early read we've had of the buying and selling activity of our top managers during the fourth quarter, it appears that the ongoing...
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