DFRS Shipping Outlook 2017 - Returns Set for a Comeback
“Capital Returns” benchmarked to shipping In our DFRS Shipping Outlook 2017, we benchmark our shipping investments thesis to "Capital Returns:...
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Container Shipping - Spot Rates Touch 20-Month High
In a positive start to the year, spot container freight rates on the major East-West routes reached a 20-month high this week and have risen above...
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2017 Dollar/Cyclicals/Shipping/Stocks in Bullets
Here in brief is what a PM friend had to say during a discussion on 2017 expectations:USD flattens. EUR goes to parity first. China no meaningful...
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Pakistan Market Outlook 2017
Pakistan market is expected to continue its uptrend in 2017 given tangible gains from China Pakistan Economic Corridor (CPEC) projects and rising...
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A-H Premium Weekly (Apr 17th): China Longyuan Power, PICC, China Coal Energy, Hans Cnc
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan Power, PICC, China Coal Energy, Hans Cnc.
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