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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What's Driving Changes to Chinese Coal and Steel Prices?
While recent economic data releases of China are not promising, there are some positive prospects of the economy. While the RMB has been slumping,...
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Commercial EVs and Autonomous Vehicles in China: Don't Miss the Bus! (Part 2 of 3)
In our October 11th note Commercial EVs and Autonomous Vehicles in China: Pace of Adoption May Surprise (Part 1 of 3)Â we argued that the pace of...
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What Does Output Tell Us About the Chinese Economy?
After being upgraded as a middle income level country, the middle kingdom seems to be slowing down economically and it can be vividly observed in...
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Chinese Trade Data Recap: It Isn't Pretty
Chinese trade data is out and it is very difficult to spin these numbers as anything less than very disappointing. Arguably the best thing that...
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