Bears vs bulls in the automotive supply chain – until the wheels come off
Are forwarders in the driving seat?
It might seem utterly counterintuitive to observers and investors alike – given all the headlines about the decline of UK-continental Europe trade – but recent sales & purchase and charter data from the ro-ro sector suggests a surge in economic activity that is going to push up earnings for carriers and owners.
It probably is counterintuitive, but that’s how shipping often can be, leaving vesselsvalue.com really bullish on a near term recovery:
“The OECD (Organisation for Economic Cooperation and Development) recently said it ...
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