Christoph Aublinger
Long only, value, commodities

CAI International: Profiting From Global Trade

Throughout history, the amount of trade in a region has always been a good indicator for its wealth. Technology has improved, trade has become more and more internationalized and its amount is now heavily linked with global GDP. But it is far away from being a linear relationship. While global GDP had grown 3.5% annually, global trade had a growth rate of 5.7% per year (data from 1980-2012). This trend is reflecting the effect of specialization and the tendency to produce intermediate goods in countries with low labor costs.

This huge growth is at least partially owed to increasing standardization, namely container transport. As world trade is expected to rise even more in the next years, companies active in...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details