Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
286 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...
542 Views
Marketnomix Country Insights - China
China’s economic slowdown will continue to be a major cause for concern for the global economy. Slowing economy together with declining with FX...
289 Views
DMER Equity Insights - May 2016
Mixed monetary stance adopted by the central banks; dry bulk shipping stage a comeback• China’s thrust is on credit expansion, but growth remains...
340 Views
Container Shipping - 2015 Full of Records, Big Ships, Super Size Me and It Ain't Over Yet
Last year saw a record amount of container-ship capacity hit the water. We take a look at which operators accepted delivery and which trades they...
386 Views