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EMV's avatar

Thanks Alex, interesting read! As supply chains have been increasingly moving away from China to countries like India, do you think this could affect SITC's business in the long-run?

Wondering how much does the chairman Yang Shaopeng still involves in running SITC, or he's retired fully? Chairman is now on the board of Hisense Group and one of the top 10 shareholder - do you think he only has financial interests in Hisense?

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Emerging Market Skeptic's avatar

I don't think I have come across this shipping stock before... I included your write-up in my Emerging Market Links + The Week Ahead (April 29, 2024) for today: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-april-29-2024

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