Against [Official] Odds It's a Trump USA Now
It is not official yet. But against many odds it looks like Trump has taken it. Â There are many implications we need to act on in our portfolios....
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Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses
We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found...
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Container Shipping - "Survival" M&A In Full Swing, Japanese Big 3 Merge Container Operations
We have earlier argued that the current M&A in the container shipping industry is about "Survival" and not "Growth". This morning from...
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ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
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DMER - LPG Shipping - Headwinds to Persist in FY17
Strong supply growth on account of high vessel deliveriesscheduled in FY16/FY17 will continue to keep the LPG shipping market in imbalance. On the...
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