OceanX: Trump trades; Schenker shades; OOCL brakes; cyber games
Guesswork…
Welcome to June, with India and South Africa holding elections – two of the many polls this year. While India looks likely to continue on its path under the leadership of Narendra Modi, South Africa becomes a bit messier as the ANC needs to find a coalition partner.
Let’s hope that as a result, the African country gets electricity and their ports in order, finally.
Keep that in mind.
Some positive news from elsewhere: the IMF has upgraded China’s outlook ...
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