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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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Wednesday, 27 December 17
SULPHUR EMISSIONS: THE OUTSTANDING CHALLENGES - UK P&I CLUB
The International Maritime Organization (IMO) has been working to reduce the harmful impacts of shipping on the environment.
It adopted Annex ...
Friday, 22 December 17
COAL INDIA BOARD CLEARS THE WAY FOR SCHEME FOR HARNESSING AND ALLOCATING KOYALA (COAL) TRANSPARENTLY IN INDIA - PIB
The Coal India Limited (CIL) Board cleared the decks for signing of Fuel Supply Agreement (FSA), for supply of coal.
According to Press Inform ...
Friday, 22 December 17
WILL THE DRY BULK INDUSTRY BECOME PROFITABLE IN 2018? - PETER SAND, BIMCO
As the dry bulk fleet is already expected to grow at a pace that matches demand growth expected in 2019, focus must be on improving the fundamental ...
Friday, 22 December 17
ESTIMATED U.S. WEEKLY COAL OUTPUT SLIPS SLIGHTLY - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.2 million short tons ...
Thursday, 21 December 17
COAL CONSUMPTION DROPS AS GAS AND RENEWABLES CHEW INTO TRADITIONAL MARKETS - BABS MCHUGH
"The share of coal in the global energy mix is forecast to decline from 27 per cent last year to 26 per cent in 2022"
Global demand ...
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Showing 1841 to 1845 news of total 6871 |
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- Deloitte Consulting - India
- The University of Queensland
- Essar Steel Hazira Ltd - India
- IHS Mccloskey Coal Group - USA
- Oldendorff Carriers - Singapore
- GAC Shipping (India) Pvt Ltd
- Chettinad Cement Corporation Ltd - India
- Renaissance Capital - South Africa
- Siam City Cement - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Meralco Power Generation, Philippines
- Commonwealth Bank - Australia
- Eastern Energy - Thailand
- Rio Tinto Coal - Australia
- Antam Resourcindo - Indonesia
- Power Finance Corporation Ltd., India
- Independent Power Producers Association of India
- Xindia Steels Limited - India
- Savvy Resources Ltd - HongKong
- Maharashtra Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Intertek Mineral Services - Indonesia
- Jindal Steel & Power Ltd - India
- Salva Resources Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Edison Trading Spa - Italy
- Borneo Indobara - Indonesia
- Port Waratah Coal Services - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Alfred C Toepfer International GmbH - Germany
- Electricity Generating Authority of Thailand
- Rashtriya Ispat Nigam Limited - India
- Videocon Industries ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Standard Chartered Bank - UAE
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- Petron Corporation, Philippines
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- Sakthi Sugars Limited - India
- Bhatia International Limited - India
- Indian Oil Corporation Limited
- Singapore Mercantile Exchange
- Larsen & Toubro Limited - India
- Aboitiz Power Corporation - Philippines
- Minerals Council of Australia
- Kapuas Tunggal Persada - Indonesia
- Lanco Infratech Ltd - India
- Metalloyd Limited - United Kingdom
- Bulk Trading Sa - Switzerland
- Ministry of Transport, Egypt
- Africa Commodities Group - South Africa
- Orica Australia Pty. Ltd.
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- Bhushan Steel Limited - India
- TeaM Sual Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Directorate Of Revenue Intelligence - India
- Meenaskhi Energy Private Limited - India
- Sical Logistics Limited - India
- Coal and Oil Company - UAE
- Interocean Group of Companies - India
- Energy Development Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Iligan Light & Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Bukit Baiduri Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- Karbindo Abesyapradhi - Indoneisa
- Marubeni Corporation - India
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- Mercator Lines Limited - India
- Semirara Mining Corp, Philippines
- Binh Thuan Hamico - Vietnam
- London Commodity Brokers - England
- PetroVietnam Power Coal Import and Supply Company
- Medco Energi Mining Internasional
- Tamil Nadu electricity Board
- White Energy Company Limited
- Indian Energy Exchange, India
- CIMB Investment Bank - Malaysia
- Energy Link Ltd, New Zealand
- AsiaOL BioFuels Corp., Philippines
- ICICI Bank Limited - India
- Miang Besar Coal Terminal - Indonesia
- Australian Commodity Traders Exchange
- Chamber of Mines of South Africa
- The State Trading Corporation of India Ltd
- Thiess Contractors Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- Global Business Power Corporation, Philippines
- Anglo American - United Kingdom
- OPG Power Generation Pvt Ltd - India
- New Zealand Coal & Carbon
- Grasim Industreis Ltd - India
- Bharathi Cement Corporation - India
- Indika Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Australian Coal Association
- Aditya Birla Group - India
- SMC Global Power, Philippines
- Malabar Cements Ltd - India
- Indonesian Coal Mining Association
- Petrochimia International Co. Ltd.- Taiwan
- Indogreen Group - Indonesia
- Merrill Lynch Commodities Europe
- Baramulti Group, Indonesia
- Bukit Makmur.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement PLC, Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhoruka Overseas - Indonesia
- Economic Council, Georgia
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- Mintek Dendrill Indonesia
- Kumho Petrochemical, South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wood Mackenzie - Singapore
- Heidelberg Cement - Germany
- Makarim & Taira - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Georgia Ports Authority, United States
- Karaikal Port Pvt Ltd - India
- Thai Mozambique Logistica
- SN Aboitiz Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- European Bulk Services B.V. - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Posco Energy - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Mining Services - Indonesia
- MS Steel International - UAE
- Bahari Cakrawala Sebuku - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- PNOC Exploration Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- CNBM International Corporation - China
- Kalimantan Lumbung Energi - Indonesia
- PTC India Limited - India
- Global Green Power PLC Corporation, Philippines
- Sojitz Corporation - Japan
- The Treasury - Australian Government
- Barasentosa Lestari - Indonesia
- VISA Power Limited - India
- Tata Chemicals Ltd - India
- Kobexindo Tractors - Indoneisa
- Straits Asia Resources Limited - Singapore
- Agrawal Coal Company - India
- Cigading International Bulk Terminal - Indonesia
- Wilmar Investment Holdings
- Dalmia Cement Bharat India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Mines - Canada
- Central Java Power - Indonesia
- SMG Consultants - Indonesia
- GMR Energy Limited - India
- Semirara Mining and Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Ministry of Finance - Indonesia
- Eastern Coal Council - USA
- Parliament of New Zealand
- International Coal Ventures Pvt Ltd - India
- Goldman Sachs - Singapore
- Latin American Coal - Colombia
- Sree Jayajothi Cements Limited - India
- Electricity Authority, New Zealand
- Indo Tambangraya Megah - Indonesia
- Madhucon Powers Ltd - India
- Samtan Co., Ltd - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Altura Mining Limited, Indonesia
- Trasteel International SA, Italy
- Sarangani Energy Corporation, Philippines
- Coalindo Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Bangladesh Power Developement Board
- Kideco Jaya Agung - Indonesia
- Kaltim Prima Coal - Indonesia
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Star Paper Mills Limited - India
- Attock Cement Pakistan Limited
- Riau Bara Harum - Indonesia
- Ambuja Cements Ltd - India
- Cement Manufacturers Association - India
- Coastal Gujarat Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Therma Luzon, Inc, Philippines
- Sindya Power Generating Company Private Ltd
- McConnell Dowell - Australia
- Gujarat Sidhee Cement - India
- Timah Investasi Mineral - Indoneisa
- Uttam Galva Steels Limited - India
- Vizag Seaport Private Limited - India
- Planning Commission, India
- Banpu Public Company Limited - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Global Coal Blending Company Limited - Australia
- Kartika Selabumi Mining - Indonesia
- Globalindo Alam Lestari - Indonesia
- Manunggal Multi Energi - Indonesia
- Central Electricity Authority - India
- South Luzon Thermal Energy Corporation
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