The shipping sector was one of 2021's big winners, or at least parts of it. Containerships especially, tied to the problems with the global supply chain, had a stand-out year. Where does that leave the sector for 2022?
Investing.com speaks with J Mintzmyer, one of the preeminent global experts on the shipping sector and the founder/lead researcher of Value Investor's Edge. He shares why 2021 won't be repeated, but also why he views the risk/reward set up for the sector as the best he's ever seen.
We go into J's outlook for the supply chain sorting itself out overall, as well as the sub-sectors he likes most. Dry Bulk, tankers, and, yes, containerships all get his attention.
Check out J's research service, Value Investor's Edge, at www.mintzmyer.com.
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