Maritime Financial Insight -Â July 2018
Credit markets75% of maritime bonds have fallen in value in the first half of 2018Bondholders have seen losses in the first six months of the year....
661 Views
Ports Outlook - Modest Earnings Growth in 2018
Global throughput strengthened in 2017, with Drewry Maritime Research revising upwards the year-on-year growth from 5.5% to 6.0%. While the pace...
233 Views
EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts:Â Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
655 Views
Maersk Q126 Results: Strong Volume Growth, Delayed Fuel Impact, But Profitability Still Plunged
In Copenhagen on May 7, Danish container giant AP Moller Maersk reported Q126 results that showed a sharp Y/Y decline in core profitability -- this...
133 Views
Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
1.2k Views