Comment / OceanX: China post-CNY – less cloud, more balloon; Mærsk's moves; a tough Q4 

© Elnur

I’ve had many interesting discussions with friends in China this week, as everyone is back in action, borders are opening, and spirits seem great.

Last week also saw more discussions on Mærsk’s strategy, and it seems people are increasingly thinking my way on this, especially as the liner’s core business is coming under pressure, and those big profits that sponsored the “hobbies” will be no more.

On the pro-side, we see more and more positive economic news, turning the page from all ...