集装箱业的危机与机遇

Boxship segment shaped by crisis and opportunity

集运市场复苏速度之快令人吃惊。未来一年将会有什么样的惊喜呢？

What a difference a year makes.Container shipping has gone from bust to boom.Nobody expected it to recover so quickly.So what surprises are in store next year? Speak to players in the sector and the overwhelming majority view the current downturn as short-lived.Just wait until after the Chinese New Year,they say,and it will all turn out rosy.Surely such uniform,tunnel-like vision is cause for concern? Given that no one correctly predicted the depth of the crisis in 2009 or the speed of the ensuing recovery,those predictions will likely prove misplaced.The smart money should be placed on something more rocky and unpredictable — it is certainly unlikely 2011 will be a smooth ride.The paper offers five forecasts for the container market.