Early Look June Economic Activity
Recent data of the excessively leveraged economy in China yielded few positive results. While data from previous months hinted that the Chinese...
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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...
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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...
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Maritime Model Portfolio - Adding Risk with Upgrade on Dry Bulk and Downgrade on Tanker Shipping
Adding risk with upgrade on Dry bulk and downgrade on Tanker shippingThe main change in our stance from the one shared at the start of this year is...
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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...
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