Manufacturing shift in Asia poses a conundrum for carriers and ports
So far, the tepid growth in intra-Asia liftings and revenue posted by some Asian carriers, such as OOCL and SITC, have failed to impress
Carriers are striving to chase the shifting trade flows. Their efforts may be compromised by the complexity of the supply chain in Asia and the unpredictable trade policies of the superpowers. The uncertainty is also dampening port operators’ appetites for new projects
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