Toshiba: Greater or Less Than The Sum of Its Parts?
As a follow up to our examination of potential impairment losses we use a rough sum of the parts calculation to try and gauge what the market is...
551 Views
The Decline of the EntrepĂ´t Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
1.7k Views
Tax Reform Top of Mind for Wide-Moat U.S. Industrial Firms
Shares of diversified industrials have traded up in the aftermath of the U.S. presidential election, frothy with anticipation as a...
1.2k Views
Container Shipping - 1H16 Trade Volumes Confirm Generally Muted Market. Where's the Growth?
Half-year 2016 trade volumes confirm generally muted container market. Where’s the growth?Most of the major carriers had poor first-half financial...
353 Views
DMERÂ - Maritime Financial Insights - Â July 2016
Dry bulk normalisation continues; Tankers trend down in line with our expectations, Introduce Offshore sector Dry bulk stocks impacted by market...
777 Views