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
Container Shipping Industry Last Few Weeks Factoring in Doomsday
My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it...
319 Views
Stewardship Risk in Focus
Evidente developed a measure of firm complexity and agency costs, which was originally launched for Australian stocks in 2015, designed to provide...
522 Views
Valemaxes May Have Delivered the Knock-Out Punch to the Capesize Market
It was a pleasure reading https://www.smartkarma.com/insights/china-s-ship-subsidies-from-hell by Charles De Trenck this morning. Great insight...
334 Views