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DI is not improving but the reduction in size have made the rot a whole lot smaller and less significant. Personally, not too worried about DI. At some point in the future, DI will likely turn into a bright spot.
What is more worrying is the maritime fund will likely invest in commercial vessels and if Trump goes ahead to impose tariff each time china made ships call on US ports, ship owners will think twice about placing a new order/leasing/financing. It is very difficult to see how this will play out but once imposed, the next US administration is unlikely to reverse its course.
On a more positive note, the maritime fund is still small, having a large cash hoard enables them to be nimble and flexible. When one door closes, another one will open.
What is more worrying is the maritime fund will likely invest in commercial vessels and if Trump goes ahead to impose tariff each time china made ships call on US ports, ship owners will think twice about placing a new order/leasing/financing. It is very difficult to see how this will play out but once imposed, the next US administration is unlikely to reverse its course.
On a more positive note, the maritime fund is still small, having a large cash hoard enables them to be nimble and flexible. When one door closes, another one will open.