DFRS Container Shipping Outlook 2017 - Return to Profitability
DFRS Container Shipping Outlook 2017 - Return to Profitability The gradual recovery in freight markets is a much-needed and positive development...
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Map of China-To-US FDI Might Surprise...And Could Undermine Trump's Hard Line on China
The following map shows cumulative Chinese FDI into the US by Congressional (voting) District between 2000 and 2015. Perhaps somewhat surprisingly,...
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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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