Shipping’s China syndrome: Demand Sinks Across Multiple Cargo Markets (FreightWaves)
- “There’s a saying that everything that moves out of China in containers has to come into China as raw materials,” noted Oeyvind Lindeman, chief commercial officer of Navigator Gas (NYSE: NVGS), on his company’s latest conference call.
- The glass-half-empty view is that pullbacks in shipping demand are bellwethers of more severe economic problems to come. The glass-half-full view is that declines are temporary. A rebound of Chinese demand for iron ore, oil and gas will eventually boost commodity shipping rates. READ MORE
Similar Posts:
- Nikko AM’s Sartori: Best Buying Opportunities in Asia in My Career (AFR)
- When China Sneezes, Latin America Gets the Flu Thanks to Commodities (IPS)
- Trade War Steers Chinese Investment Toward Southeast Asia (Nikkei Asian Review)
- 2021 China Outlook: Full Steam Ahead (Krane Shares)
- Fitch Cuts Macau Gaming Revenue Forecast to 4% on VIP Weakness (Fitch)
- Lazard Emerging Markets Fund Manager: Full-blown Financial Crisis in China is Unlikely (FE Trustnet)
- With China on ‘Extended’ Path to Reopening, Emerging Market Equities Will Outperform Peers in Developed Economies, Record Double-digit Growth, Allspring Analyst Says (SCMP)
- From Hong Kong to Malaysia, Property Markets Set to Decline: IMF (Nikkei Asia)
- What Goes Up: China’s Employment Crisis (J Capital Research)
- Economic Prospects in Several Emerging Asia Countries (Wells Fargo Securities)
- Why China’s Marriage Crisis Is An Existential Threat To The Country (Epoch Times via Zero Hedge)
- BNP Paribas’ Chi Lo: Patient Investors Should Build Up China Exposure Now (CMN)
- China and India to Overtake U.S. Economy This Century (Bloomberg)
- The Great Chinese Exodus (WSJ)
- Developments in the Reform of China’s State-Owned Enterprises (Mobius Blog)
Leave a Reply