China: May Industrial Production Held Steady, Fixed Asset Investment, Loans Growth Slowed
China’s data releases in recent days have continued to broadly reflect the ongoing slowdown in the economy. While industrial production remained...
163 Views
US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
264 Views
Dry Bulk Shipping - Turning Neutral as Normalisation Takes Hold
I would direct readers to our thematic pieces earlier this year, (https://www.smartkarma.com/insights/shipping-has-to-become-boring-again) and...
201 Views
Port Operators - Valuations Downshift on Structural Changes
Since the GFC, the global port operators have been under-performing the MSCI world index. The divergence has increased in the last 18 months and is...
315 Views
China Listed Firms Q1 Summary
Heavy capital investment in previous years and government support helped the Chinese economy in previous years to grow, while this year seems to be...
162 Views