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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, 15 November 17
MARKET INSIGHT - LINOS KOGEVINAS
For another week, oil seems to be the most volatile and interesting commodity to watch. In this segment we’ll look at some of the major facto ...
Tuesday, 14 November 17
COAL STOCKS RUN SHORT, CENTRE TO GET DAILY UPDATE ON STOCKS - DECCAN CHRONICLE
Facing a shortage of coal for thermal power generation in the country, the Central Electricity Authority (CEA) has issued guidelines for maintainin ...
Tuesday, 14 November 17
IN 2018, WORLD OIL DEMAND IS FORESEEN REACHING 1.51 MB/D - OPEC
Oil Market Highlights - OPEC
The OPEC Reference Basket averaged $55.50/b in October, gaining $2.06 over the previous month and reaching the hi ...
Monday, 13 November 17
THERMAL COAL PRICES WERE RELATIVELY UNCHANGED - DANIEL HYNES
Coal prices were broadly higher, driven by strong gains in the metallurgical coal market said Daniel Hynes, Senior Commodity Strategist at ANZ in h ...
Monday, 13 November 17
THIESS AWARDED $300M SANGATTA EXPANSION CONTRACT
Thiess has been awarded a $300 million contract by Kaltim Prima Coal (KPC) to expand operations at Sangatta coal mine in East Kalimantan, Indonesia ...
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Showing 1881 to 1885 news of total 6871 |
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- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sojitz Corporation - Japan
- GMR Energy Limited - India
- Ind-Barath Power Infra Limited - India
- Jaiprakash Power Ventures ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chamber of Mines of South Africa
- Romanian Commodities Exchange
- Intertek Mineral Services - Indonesia
- Central Electricity Authority - India
- Essar Steel Hazira Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- SMC Global Power, Philippines
- Electricity Authority, New Zealand
- IEA Clean Coal Centre - UK
- Jindal Steel & Power Ltd - India
- Karaikal Port Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Economic Council, Georgia
- Maharashtra Electricity Regulatory Commission - India
- Grasim Industreis Ltd - India
- Toyota Tsusho Corporation, Japan
- Electricity Generating Authority of Thailand
- Malabar Cements Ltd - India
- Tamil Nadu electricity Board
- Planning Commission, India
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Trasteel International SA, Italy
- Salva Resources Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Ministry of Finance - Indonesia
- White Energy Company Limited
- Price Waterhouse Coopers - Russia
- Energy Link Ltd, New Zealand
- Videocon Industries ltd - India
- MS Steel International - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Wilmar Investment Holdings
- Makarim & Taira - Indonesia
- Parliament of New Zealand
- Aboitiz Power Corporation - Philippines
- Mintek Dendrill Indonesia
- Eastern Energy - Thailand
- Agrawal Coal Company - India
- Semirara Mining Corp, Philippines
- European Bulk Services B.V. - Netherlands
- PTC India Limited - India
- Attock Cement Pakistan Limited
- Xindia Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Pendopo Energi Batubara - Indonesia
- GAC Shipping (India) Pvt Ltd
- Alfred C Toepfer International GmbH - Germany
- Power Finance Corporation Ltd., India
- Bangladesh Power Developement Board
- Bhoruka Overseas - Indonesia
- Formosa Plastics Group - Taiwan
- Thai Mozambique Logistica
- Parry Sugars Refinery, India
- Maheswari Brothers Coal Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Marubeni Corporation - India
- SN Aboitiz Power Inc, Philippines
- Ministry of Transport, Egypt
- Banpu Public Company Limited - Thailand
- Minerals Council of Australia
- Rio Tinto Coal - Australia
- The Treasury - Australian Government
- Mercator Lines Limited - India
- Vedanta Resources Plc - India
- Bhatia International Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Anglo American - United Kingdom
- Bhushan Steel Limited - India
- Coalindo Energy - Indonesia
- Orica Mining Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Ambuja Cements Ltd - India
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- Standard Chartered Bank - UAE
- CIMB Investment Bank - Malaysia
- Chettinad Cement Corporation Ltd - India
- Sree Jayajothi Cements Limited - India
- PNOC Exploration Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Antam Resourcindo - Indonesia
- ASAPP Information Group - India
- India Bulls Power Limited - India
- Posco Energy - South Korea
- Kartika Selabumi Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- PetroVietnam Power Coal Import and Supply Company
- Goldman Sachs - Singapore
- Bukit Baiduri Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Wood Mackenzie - Singapore
- Mjunction Services Limited - India
- Coal and Oil Company - UAE
- Savvy Resources Ltd - HongKong
- Edison Trading Spa - Italy
- Bharathi Cement Corporation - India
- Simpson Spence & Young - Indonesia
- Timah Investasi Mineral - Indoneisa
- Aditya Birla Group - India
- McConnell Dowell - Australia
- Asmin Koalindo Tuhup - Indonesia
- Orica Australia Pty. Ltd.
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Uttam Galva Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Oldendorff Carriers - Singapore
- Indian Energy Exchange, India
- Ministry of Mines - Canada
- The State Trading Corporation of India Ltd
- Bayan Resources Tbk. - Indonesia
- Eastern Coal Council - USA
- New Zealand Coal & Carbon
- Therma Luzon, Inc, Philippines
- GVK Power & Infra Limited - India
- Meralco Power Generation, Philippines
- The University of Queensland
- Vizag Seaport Private Limited - India
- Kideco Jaya Agung - Indonesia
- Semirara Mining and Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- South Luzon Thermal Energy Corporation
- Cement Manufacturers Association - India
- Petron Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Krishnapatnam Port Company Ltd. - India
- Global Green Power PLC Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Thiess Contractors Indonesia
- Altura Mining Limited, Indonesia
- Bukit Makmur.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Coal Association
- Borneo Indobara - Indonesia
- LBH Netherlands Bv - Netherlands
- Georgia Ports Authority, United States
- Global Business Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- TeaM Sual Corporation - Philippines
- Baramulti Group, Indonesia
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- Carbofer General Trading SA - India
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Java Power - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Heidelberg Cement - Germany
- Manunggal Multi Energi - Indonesia
- Independent Power Producers Association of India
- Metalloyd Limited - United Kingdom
- Indian Oil Corporation Limited
- Globalindo Alam Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Renaissance Capital - South Africa
- VISA Power Limited - India
- Dalmia Cement Bharat India
- Star Paper Mills Limited - India
- Sarangani Energy Corporation, Philippines
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- Sical Logistics Limited - India
- Port Waratah Coal Services - Australia
- Tata Chemicals Ltd - India
- PowerSource Philippines DevCo
- Energy Development Corp, Philippines
- IHS Mccloskey Coal Group - USA
- SMG Consultants - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Barasentosa Lestari - Indonesia
- Siam City Cement PLC, Thailand
- Madhucon Powers Ltd - India
- Siam City Cement - Thailand
- Indogreen Group - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Singapore Mercantile Exchange
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- Africa Commodities Group - South Africa
- San Jose City I Power Corp, Philippines
- Kaltim Prima Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Commonwealth Bank - Australia
- Lanco Infratech Ltd - India
- Merrill Lynch Commodities Europe
- Riau Bara Harum - Indonesia
- Samtan Co., Ltd - South Korea
- London Commodity Brokers - England
- Meenaskhi Energy Private Limited - India
- Miang Besar Coal Terminal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- Deloitte Consulting - India
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