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Shanghai International Port Group (600018 CH)
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China
Shanghai International Port (Group) Co., Ltd is a holding company that owns interests in container and port service companies.
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bullish
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Thematic (Sector/Industry)
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13 Nov 2016 17:22
The Trump Presidency: Implications for Asia
On Asia, as with many other topics, US president-elect Donald Trump’s campaign rhetoric tackled taboo subjects and hinted at major departures from...
Control Risks
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176 Views
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bearish
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Macroeconomics
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10 Nov 2016 08:23
How a Trump Presidency Might Be Good for the Chinese Economy
There has been enormous amounts of hand wringing about what a Trump presidency will mean for economic relations with China and the Chinese...
Christopher Balding
229 Views
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bullish
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Thematic (Sector/Industry)
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01 Nov 2016 14:01
Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses
We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found...
Drewry Maritime Financial Research
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170 Views
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bearish
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Macroeconomics
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31 Oct 2016 18:23
Early Look at October Chinese PMI
After facing troubles in the beginning of year from the weak economy, the Chinese appears to be further stabilizing during the third quarter. By...
Christopher Balding
153 Views
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bearish
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Thematic (Sector/Industry)
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31 Oct 2016 10:53
Container Shipping - "Survival" M&A In Full Swing, Japanese Big 3 Merge Container Operations
We have earlier argued that the current M&A in the container shipping industry is about "Survival" and not "Growth". This morning from...
Drewry Maritime Financial Research
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168 Views
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