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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In this episode, Mark Hall and Dr. Walter Kemmsies discuss how circular economy works. The concept of recycling, renewables and repurposing can help increase...
Mark Hall and Dr. Walter Kemmsies discuss the difference between World Trade and Globalization. northpointdev.com kemmsiesgroup.com
Dr. Walter Kemmsies and Mark Hall discuss the pros and cons of hydrogen fuel as an alternative to EV. In the shipping industry Mearsk...