Triangulating Oil Back to 60s (And Shipping Credit Watch Updates...)
My father, an old school broker, banker and adviser for over 40 years, used to tell me as a child that one of the most important relationships to...
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China Shipping Container Lines ... RIP; and Other Reports on the COSCO Mess
Most of the feedback that came in was in reaction to the downside in China Shipping Container Lines (2866 HK). Some people are pissed. We saw the...
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COSCO Emerges with a Plan and Purer Container Plays (Yet More Disclosures Needed)
A first look at COSCO and China Shipping restructuring, with a focus on containers reveals reorganization is generally along the lines expected...
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Flying along China's wind of change: Goldwind
China, land of coal and smog, is now increasing the generation of electricity from renewable sources faster than any other country, with more than...
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Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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