Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and what to look for as China tries to unwind Evergrande. Aside from the direct real estate impact in China, the ripple effect will likely have consequences in the commodities market, freight indexes, and others, depending on how it is unravelled and the speed at which it happens.
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The present 2M alliance, Maersk and MSC to terminate their partnership effective January 2025. What impact will occur to the shipping industry when that...
In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the possibility of recession in 2023. northpointdev.com kemmsiesgroup.com
Dr. Walter and Mark Hall break their rules a little bit to discuss risk scenarios involving China and Russia that may impact the globe...
