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Tuesday, 30 May 17
MARKET ANALYSIS - GEORGE LAZARIDIS
 Despite the fair performance that has been noted in the Chinese economy over the past 5 months, we have started to see an increase in the skepticism and fear as to the upcoming prospects of the world’s second largest economy. In part the majority of this emerging sentiment has to do with some of the most recent figures coming out of China with regards to its imports, urging many to take further weight onto the idea that the recent tightening of financing and clearing out of excesses by the government has likely starting to lead to a further slowdown that has only just started to show face, said George Lazaridis of Allied Shipping in his latest weekly report.
Furthermore, it seems as though many have rushed to embrace this as a scenario, feeding with their preconceptions that the excessive debt problem in China and the bubble effects they have been mentioning several times over the past years in terms of real estate and financial markets have started to play their part.
Allied Shipping’s analyst further noted that often with these latter preconceptions is the connection with what we have seen historically in other emerging markets in the past and the most usual comparison is that of the course we witnessed back in the 1980’s in Japan’s economy. With the number of similarities now increasing even further as to how Japan’s economy failed before the bubble collapsed and the figures coming out of China today. China just like Japan back then, is now the world’s second-largest economy, supplying just over 20% of US imports (just as Japan did back in the 80’s) and providing 40 percent of the global economy’s annual growth. More importantly, many of the similarities relate to the debt held, with China’s total debt now holding at 2505 of GDP and non-financial corporate debt-to-GDP ratio reaching a total of 155%. To many the similarities are too great, confirming their affirmation that China’s economic behavior as a bubble-like market is unlikely to end well.
The analyst further said in his report, there are however some very notable differences. Chinese investment outside of China has not been limited to snapping up of western real estate and large corporations. Being an economy largely directed by its government with firm planning, there has been a great deal of investment that has taken place which is more in line with the policies undertaken by the United States in the start of the 20th Century, with a focus on securing raw resources as well as helping to beef up satellite emerging markets that could prove to be future consumers of its large-scale exports. At the same time, a large percentage of its economy is still in the grips of the government, as such allowing for more gradual smoothing and corrections to be made rather than a full out bubble burst. Obviously, this hasn’t always worked perfectly as the collapse of its stock market bubble in 2015 testifies. It seems as though there is a whole lot of investment being undertaken that has yet to bear fruits from which a more stable picture of the Chinese economy can emerge, yet as you look at the course of its market’s focus over the past 10 years, it has shown an ability to maneuver its targets and focus and find sources of growth beyond just the major developed economies such as the U.S. and Europe.
For the time being there has been a slowdown compared to the record production and import levels that were being noted earlier in the year, yet its engine of growth seems to still have plenty more momentum to go on at least for the near-term. Even if these fears are founded, it does not seem to be something of major concern, for now, he concluded.
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Tuesday, 06 February 24
INDIA'S COAL PRODUCTION INCREASES BY 10.3% TO 99.73 MILLION TONNE IN JANUARY - PTI
The country’s coal output rose 10.3 per cent to 99.73 Million Tonne (MT) in January, over the same month in the previous fiscal.
...
Friday, 02 February 24
DRY BULK MARKET: THE DOWNWARD REVISION IN THE GROWTH OF CAPESIZE TONNE DAYS IN JANUARY WITH THE BCI DROPPING - MARIA BERTZELETOU
In the last week of January, the dry freight market sustained weakness in the Capesize segment, while the number of ballasters in the Southeast (SE ...
Friday, 02 February 24
COAL INDIA ACHIEVES NEARLY 80% OF ITS FY24 PRODUCTION TARGET IN TEN MONTHS - CNBCTV18
For the month of January, the company’s production grew by 9.1% from the same period last year to 78.4 Million Tonnes (MT), from 71.9 MT last ...
Thursday, 01 February 24
CHINA'S WIND, SOLAR CAPACITY TO OVERTAKE COAL IN 2024 - INDUSTRY BODY, REUTERS REPORTED
China’s installed wind and solar capacity is expected to overtake coal for the first time this year, according to industry forecasts.
&nb ...
Thursday, 01 February 24
ANTI-DEDUCTION CLAUSES: CAN A CHARTERER WITHHOLD HIRE WITHOUT AN OWNER'S CONSENT? - SKULD
KNOWLEDGE TO ELEVATE
Summary
In The Anna Dorothea, the Court found that where a charterparty provides that no deduction from hire may be m ...
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Showing 16 to 20 news of total 6846 |
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- SMG Consultants - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- Energy Development Corp, Philippines
- Parry Sugars Refinery, India
- Simpson Spence & Young - Indonesia
- Australian Commodity Traders Exchange
- LBH Netherlands Bv - Netherlands
- Price Waterhouse Coopers - Russia
- Electricity Generating Authority of Thailand
- Sical Logistics Limited - India
- Maheswari Brothers Coal Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Manunggal Multi Energi - Indonesia
- Antam Resourcindo - Indonesia
- Attock Cement Pakistan Limited
- Mercuria Energy - Indonesia
- Indian Oil Corporation Limited
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement - Thailand
- Jaiprakash Power Ventures ltd
- AsiaOL BioFuels Corp., Philippines
- Therma Luzon, Inc, Philippines
- Salva Resources Pvt Ltd - India
- Indonesian Coal Mining Association
- Bangladesh Power Developement Board
- Bukit Makmur.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Medco Energi Mining Internasional
- Thai Mozambique Logistica
- Sindya Power Generating Company Private Ltd
- Marubeni Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- VISA Power Limited - India
- McConnell Dowell - Australia
- SMC Global Power, Philippines
- Kumho Petrochemical, South Korea
- Heidelberg Cement - Germany
- Gujarat Mineral Development Corp Ltd - India
- ASAPP Information Group - India
- Alfred C Toepfer International GmbH - Germany
- CIMB Investment Bank - Malaysia
- Eastern Coal Council - USA
- Commonwealth Bank - Australia
- Mjunction Services Limited - India
- Power Finance Corporation Ltd., India
- Intertek Mineral Services - Indonesia
- European Bulk Services B.V. - Netherlands
- PetroVietnam Power Coal Import and Supply Company
- Meralco Power Generation, Philippines
- Ind-Barath Power Infra Limited - India
- Toyota Tsusho Corporation, Japan
- Semirara Mining Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Goldman Sachs - Singapore
- Renaissance Capital - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Ambuja Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Wood Mackenzie - Singapore
- Samtan Co., Ltd - South Korea
- GAC Shipping (India) Pvt Ltd
- Semirara Mining and Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Sarangani Energy Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Baramulti Group, Indonesia
- Cement Manufacturers Association - India
- Energy Link Ltd, New Zealand
- Kapuas Tunggal Persada - Indonesia
- Essar Steel Hazira Ltd - India
- Ministry of Mines - Canada
- Vizag Seaport Private Limited - India
- Romanian Commodities Exchange
- Gujarat Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- Agrawal Coal Company - India
- Kideco Jaya Agung - Indonesia
- PNOC Exploration Corporation - Philippines
- Standard Chartered Bank - UAE
- Miang Besar Coal Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Posco Energy - South Korea
- Indian Energy Exchange, India
- Asmin Koalindo Tuhup - Indonesia
- Port Waratah Coal Services - Australia
- Tamil Nadu electricity Board
- Bukit Baiduri Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- Larsen & Toubro Limited - India
- Mercator Lines Limited - India
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Videocon Industries ltd - India
- Bharathi Cement Corporation - India
- Altura Mining Limited, Indonesia
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Aditya Birla Group - India
- Timah Investasi Mineral - Indoneisa
- Star Paper Mills Limited - India
- Orica Mining Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Australian Coal Association
- Interocean Group of Companies - India
- CNBM International Corporation - China
- Xindia Steels Limited - India
- Madhucon Powers Ltd - India
- GMR Energy Limited - India
- Deloitte Consulting - India
- India Bulls Power Limited - India
- Bhushan Steel Limited - India
- Holcim Trading Pte Ltd - Singapore
- Africa Commodities Group - South Africa
- GVK Power & Infra Limited - India
- Makarim & Taira - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Sidhee Cement - India
- Coal and Oil Company - UAE
- GN Power Mariveles Coal Plant, Philippines
- Sakthi Sugars Limited - India
- IEA Clean Coal Centre - UK
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- South Luzon Thermal Energy Corporation
- Indo Tambangraya Megah - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Trasteel International SA, Italy
- TeaM Sual Corporation - Philippines
- Thiess Contractors Indonesia
- Minerals Council of Australia
- MS Steel International - UAE
- Indika Energy - Indonesia
- Petron Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- White Energy Company Limited
- London Commodity Brokers - England
- New Zealand Coal & Carbon
- Central Electricity Authority - India
- Chettinad Cement Corporation Ltd - India
- Meenaskhi Energy Private Limited - India
- Orica Australia Pty. Ltd.
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- PowerSource Philippines DevCo
- OPG Power Generation Pvt Ltd - India
- Latin American Coal - Colombia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Leighton Contractors Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Georgia Ports Authority, United States
- Kepco SPC Power Corporation, Philippines
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- Petrochimia International Co. Ltd.- Taiwan
- Grasim Industreis Ltd - India
- Dalmia Cement Bharat India
- Lanco Infratech Ltd - India
- Global Green Power PLC Corporation, Philippines
- Uttam Galva Steels Limited - India
- Coastal Gujarat Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Parliament of New Zealand
- Directorate Of Revenue Intelligence - India
- Bayan Resources Tbk. - Indonesia
- Krishnapatnam Port Company Ltd. - India
- SN Aboitiz Power Inc, Philippines
- Rio Tinto Coal - Australia
- Singapore Mercantile Exchange
- Edison Trading Spa - Italy
- International Coal Ventures Pvt Ltd - India
- Tata Chemicals Ltd - India
- PTC India Limited - India
- Sree Jayajothi Cements Limited - India
- The Treasury - Australian Government
- Central Java Power - Indonesia
- Global Business Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Sojitz Corporation - Japan
- Billiton Holdings Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- Siam City Cement PLC, Thailand
- Kartika Selabumi Mining - Indonesia
- Eastern Energy - Thailand
- Planning Commission, India
- Malabar Cements Ltd - India
- Independent Power Producers Association of India
- Bulk Trading Sa - Switzerland
- The State Trading Corporation of India Ltd
- Globalindo Alam Lestari - Indonesia
- ICICI Bank Limited - India
- Ceylon Electricity Board - Sri Lanka
- Merrill Lynch Commodities Europe
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- Ministry of Finance - Indonesia
- Riau Bara Harum - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Coalindo Energy - Indonesia
- Bhatia International Limited - India
- The University of Queensland
- Ministry of Transport, Egypt
- Economic Council, Georgia
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
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