OceanX: My insights; Mærsk's 'value trap': trading multiples in supply chain
Late to the party?
Reflecting on next year, I dubbed 2023 the “year of focus“. The fundamentals of demand and supply are no doubt indicating an end to the rate frenzy of the past years, and we are all aware that this has been an exceptional period for our industry, that is unlikely to recur. The geopolitical environment is shifting, and while some old links and alliances seem to break and threaten some trade lanes, new ones emerge and pockets of opportunity are opening ...
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