Chinese stimulus plan – defend and spend
Don’t burst the bubble…
A wave of investment in container manufacturing facilities seems set, as the major box makers anticipate a recovery in the global liner trades.
There are different bellwethers for gauging the health of the container transport industry – while we often look at the what is being carried on ships and trucks or handled in forwarders’ warehouses, container manufacturing also tells a story. After the bankruptcy of Lehman Brothers in 2008, box making crashed as carriers cancelled orders en masse.
However, last weekend ...
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