Breaking Down Chinese Inflation Data: More Than Meets the Eye
The recent consumer and producer price indexes had people feeling relieved that pricing pressures seem to have abated somewhat. CPI came it below...
284 Views
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...
310 Views
PM Views & Responses on Portfolio Construction
I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming...
287 Views
"Reports Were Prematurely Conceived and Greatly Exaggerated"
As Raghav Kapoor mentioned this morning, "Smartkarma aims to be a disruptive force not only by changing economics, but by empowering independent...
285 Views
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...
287 Views