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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Dr. Walter Kemmsies and Mark Hall discuss the market share of shipping container volume between east coast and west coast and how the Staggers...
Mark Hall and Dr. Walter Kemmsies discuss the difference between World Trade and Globalization. northpointdev.com kemmsiesgroup.com
In today's episode, Dr. Walter and Mark Hall discuss the reliability and limitations of electrical vehicles. northpointdev.com kemmsiesgroup.com
