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...

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