The 11%-33% Tariff Cuts on Seven Ports Will Pressure the Sectorâs Earnings, but Downside Is Limited
With the aim of encouraging a recovery in foreign trade, the Chinese port sectorâs antitrust investigations have concluded with 11%-33% handling...
250 Views
Hutchison Port Trust - Dead Cat Bounce No.10?
Hutchison Port Holdings Trust (HPHT SP Equity) kisses the support level of $0.40 apiece, with investors finding some feline-cuteness for the...
298 Views
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground -Â Space shortage has disrupted the...
2.6k Views
Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why Itâs Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
365 Views
100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
321 Views