Shipping lines used to sail one full container to Asia fromEurope for every three loaded with China-made goods that came back. Those “massive” imbalances are easing now as Europe consumes less and China more, according to BIMCO shipping analyst Peter Sand. Already, shipping lines send two containers to Asia for every three to Europe, he said.
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In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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