Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
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Container Shipping - Freight Rates Bottoming Out ?
Carriers have withdrawn extremely low spot market freight rates on some, but not all, routesDrewry’s Global Freight Rate Index, a weighted average...
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Japan Pharma Hits 52 Week Low
The Topix pharmaceutical index (TPPHRM) fell to 2,355 just after the lunch break in Tokyo on Friday 19th August, before recovering to 2,377, with...
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Growing Worries of China's Private Entrepreneurs
It has been noted that private sector investment in China has been weakening, but less commented upon is the massive increase in state-sector...
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JAPAN FLOW IV: Foreign Flows Matter, & They Have Clear Cycles
This is the latest in a series of JAPAN FLOW regarding historical, recent, and forward flow dynamics of Japan equities.The series to date is:This...
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