Drewry Maritime Equity Research Monthly Insight - Feb 2016
• Global macroeconomics: The economists surveyed by Bloomberg expect the US Fed to postpone the next interest rate hike (anticipated to happen in...
196 Views
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...
226 Views
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...
221 Views
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...
236 Views
Are We Moving from Industrial Crisis to Financial Crisis? (2008 Being a Property to Financial Move)
Is Gold breaking out?We are coming close to KISS moving average indicators suggesting some further critical breakdowns in equities relative to...
327 Views