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investorwisdom

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investorwisdom

Re: Milner post# 1097

Monday, 12/07/2009 9:16:14 AM

Monday, December 07, 2009 9:16:14 AM

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The Chinese demand for Dry Bulk is so great because they are dumping their dollars for commodities, and Dry-Bulkers with exposure to the Chinese market will gain from this long term trend, not only does China need if for Internal growth, but it is a excellent investment when the dollar remains weak. I expect Navios Holdings to do extremely well from continued Chinese demand. However a Dry-Bulker with more spot rate exposure may have a nice earnings surprise as well...

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