ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
502 Views
NFP Positioning and Trade Points
Chartonics  Friday 2 September 2016To view click on this link: http://www.screencast.com/t/PLkxgq2WFM 5:15 min.NFP positioningWe used mild strength...
381 Views
Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
265 Views
Container Shipping -Â Freight Rates Bottoming Out ?
Carriers have withdrawn extremely low spot market freight rates on some, but not all, routesDrewry’s Global Freight Rate Index, a weighted average...
249 Views
Growing Worries of China's Private Entrepreneurs
It has been noted that private sector investment in China has been weakening, but less commented upon is the massive increase in state-sector...
267 Views