Tax Reform Top of Mind for Wide-Moat U.S. Industrial Firms
Shares of diversified industrials have traded up in the aftermath of the U.S. presidential election, frothy with anticipation as a...
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Container Shipping - 1H16 Trade Volumes Confirm Generally Muted Market. Where's the Growth?
Half-year 2016 trade volumes confirm generally muted container market. Where’s the growth?Most of the major carriers had poor first-half financial...
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DMER - Maritime Financial Insights - July 2016
Dry bulk normalisation continues; Tankers trend down in line with our expectations, Introduce Offshore sector Dry bulk stocks impacted by market...
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Warning on Korean Construction Stocks: Ruling Saenuri Party Is Crushed in National Assembly Election
We mentioned in our previous report National Assembly 4 Year Cycles & Its Impact on Korean Construction Stocks how the major Korean...
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Container Shipping - Woes for Carriers Deepen, Stay Sellers of APMM
Container Shipping - Woes for Carriers Deepen, Stay Sellers of APMMContract rates under severe pressure, losses to widen. According to Drewry’s...
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