Our Three Best Trades in 2020! and How Will We Position for 2021?
We review our three best trades in 2020 which generated returns of at least 42%, 37.5% and 81.6%, respectively; and we lay out our strategy for the...
618 Views
China Transportation: Strong Aug Export to Benefit Sinotrans (598 HK) And SITC Intl (1308 HK)
We believe China' strong export and trade figures for Aug bode well for both Sinotrans (598 HK)Â
383 Views
China Transportation: In-Depth Look into April Export Figures and Readthrough to Sea and Air Freight
China's export growth (US$ terms) of 3.5% YoY in Apr reversed the trend of decline in 1Q20, but a deeper look is needed for discovering the...
389 Views
Container Shipping - Coronavirus and Initial Thoughts
Most of the shipping stocks fell in the third week of January after the breakout of the corona virus caused multiple casualties in China....
609 Views
Global Equity Markets Overview
Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...
364 Views