DMER - Dry Bulk Shipping - Focus on "What's Working" from "What's Broken"
In our last update on the dry bulk sector in early summer, “Turning Neutral as the normalisation takes...
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Collapse of Hanjin Shipping - Carriers Do Have Breaking Points
With Korea’s Hanjin Shipping filing for court receivership last week, the assumption that major container lines will always find a way to survive...
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Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
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Container Shipping -Â Freight Rates Bottoming Out ?
Carriers have withdrawn extremely low spot market freight rates on some, but not all, routesDrewry’s Global Freight Rate Index, a weighted average...
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Growing Worries of China's Private Entrepreneurs
It has been noted that private sector investment in China has been weakening, but less commented upon is the massive increase in state-sector...
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