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Containers Political Risk and Trade Asia Pacific

Trade war carnage won’t sink shipping, says analyst eyeing new rally

  • Don’t give up on shipping yet, analysts say, predicting positives that are being buried by tariff-fuelled market panic
  • Shipping stocks plunged across Asia, hit hard by trade war fears and post-holiday sell-offs
  • Shanghai-based SWS Research sees a three-stage recovery, driven by US consumer goods shortage, restocking after tariff agreements, and logistics bottlenecks caused by further supply chain reconfiguration

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Shanghai-based SWS Research sees a three-stage recovery, driven by US consumer goods shortage, restocking after tariff agreements, and logistics bottlenecks caused by further supply chain reconfiguration

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    This copy is for your personal, non-commercial use. For high-quality copies or electronic reprints for distribution to colleagues or customers, please call UK support at +44 (0)20 3377 3996 / APAC support at +65 6508 2430

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