The geopolitical situation will change the flow of global trade in the coming period, which will have a huge impact on the direction of shipping stocks. In the past month, shipping stocks have seen sharp fluctuations, more than the overall level of the stock market. Randy Givens, an analyst at investment bank Jefferies, said that part of the reason is that the industry is stuck in a supply chain impasse, and it is difficult to say how the future trade pattern and route planning will change.
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