Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
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Eurozone: March Industrial Production Lower than Expected
Industrial Production growth in the Eurozone came in lower than expected in March 2016. On a seasonally and working day adjusted basis, production...
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More Mitsubishi Motors Muppetry
The Recent Mitsubishi Motors NewsLast week on April 20th, the Nikkei ran an article with 45mins left in the trading day noting that Mitsubishi...
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Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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Internet of Things as an Investment Theme
Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot...
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