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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, 31 October 17
BALTIC DRY INDEX TAKES A BREAK FROM ITS UPWARD RALLY COURSE - GEORGE LAZARIDIS
It has been a week of corrections for the dry bulk freight market as it seems as the general Baltic Dry Index takes a break from its upward rally c ...
Friday, 27 October 17
U.S WEEKLY COAL PRODUCTION FLAT WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14.9 million short tons ...
Thursday, 26 October 17
CYBER COVER FOR E-BILLS - PHILIP STEPHENSON
KNOWLEDGE TO ELEVATE
Increasingly popular electronic bills of lading are, by their nature, susceptible to the risk of cyber attack. Here, Stan ...
Thursday, 26 October 17
INDO TO CHINA ROUNDS SUPRAS ACHIEVING AROUND HIGH $14000 - FEARNLEYS
Supramax
By mid-week the market has been relatively quiet in the Pacific basin as well, but still some healthy rates being achieved on the differ ...
Thursday, 26 October 17
STRONG SIGNAL FOR AUSTRALIAN COAL DEMAND - GREG EVANS
The International Energy Agency’s Southeast Asia Energy Outlook report, released today, presents a positive outlook for Australian coal produ ...
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Showing 1901 to 1905 news of total 6871 |
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- PNOC Exploration Corporation - Philippines
- Xindia Steels Limited - India
- Bhushan Steel Limited - India
- New Zealand Coal & Carbon
- Australian Commodity Traders Exchange
- OPG Power Generation Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Indo Tambangraya Megah - Indonesia
- Sree Jayajothi Cements Limited - India
- Bangladesh Power Developement Board
- Dalmia Cement Bharat India
- Rashtriya Ispat Nigam Limited - India
- Jaiprakash Power Ventures ltd
- Metalloyd Limited - United Kingdom
- Banpu Public Company Limited - Thailand
- Kobexindo Tractors - Indoneisa
- Vizag Seaport Private Limited - India
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- Indian Energy Exchange, India
- Videocon Industries ltd - India
- Oldendorff Carriers - Singapore
- Sojitz Corporation - Japan
- Bukit Baiduri Energy - Indonesia
- Ministry of Finance - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Posco Energy - South Korea
- Global Coal Blending Company Limited - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Standard Chartered Bank - UAE
- Essar Steel Hazira Ltd - India
- London Commodity Brokers - England
- Global Green Power PLC Corporation, Philippines
- Therma Luzon, Inc, Philippines
- San Jose City I Power Corp, Philippines
- Marubeni Corporation - India
- Jindal Steel & Power Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Ministry of Mines - Canada
- Renaissance Capital - South Africa
- Uttam Galva Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- Malabar Cements Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mercuria Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- CIMB Investment Bank - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Authority, New Zealand
- Salva Resources Pvt Ltd - India
- Interocean Group of Companies - India
- Aditya Birla Group - India
- Mercator Lines Limited - India
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- Cigading International Bulk Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Indian Oil Corporation Limited
- Baramulti Group, Indonesia
- Edison Trading Spa - Italy
- Siam City Cement - Thailand
- The University of Queensland
- Tata Chemicals Ltd - India
- The Treasury - Australian Government
- Ind-Barath Power Infra Limited - India
- International Coal Ventures Pvt Ltd - India
- CNBM International Corporation - China
- Vedanta Resources Plc - India
- Directorate Of Revenue Intelligence - India
- Medco Energi Mining Internasional
- Kumho Petrochemical, South Korea
- Indika Energy - Indonesia
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- Miang Besar Coal Terminal - Indonesia
- GMR Energy Limited - India
- Chettinad Cement Corporation Ltd - India
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- Kepco SPC Power Corporation, Philippines
- Wilmar Investment Holdings
- MS Steel International - UAE
- SMC Global Power, Philippines
- Trasteel International SA, Italy
- Minerals Council of Australia
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Thiess Contractors Indonesia
- Orica Mining Services - Indonesia
- Simpson Spence & Young - Indonesia
- Merrill Lynch Commodities Europe
- Indogreen Group - Indonesia
- Antam Resourcindo - Indonesia
- Parliament of New Zealand
- Larsen & Toubro Limited - India
- Chamber of Mines of South Africa
- White Energy Company Limited
- Thai Mozambique Logistica
- Karaikal Port Pvt Ltd - India
- SMG Consultants - Indonesia
- Kartika Selabumi Mining - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- VISA Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Economic Council, Georgia
- Coal and Oil Company - UAE
- Star Paper Mills Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Independent Power Producers Association of India
- Siam City Cement PLC, Thailand
- ICICI Bank Limited - India
- Meralco Power Generation, Philippines
- Singapore Mercantile Exchange
- GVK Power & Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Tamil Nadu electricity Board
- Bharathi Cement Corporation - India
- Toyota Tsusho Corporation, Japan
- Pipit Mutiara Jaya. PT, Indonesia
- GAC Shipping (India) Pvt Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- Grasim Industreis Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Bhatia International Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Sakthi Sugars Limited - India
- Krishnapatnam Port Company Ltd. - India
- McConnell Dowell - Australia
- Africa Commodities Group - South Africa
- Anglo American - United Kingdom
- Offshore Bulk Terminal Pte Ltd, Singapore
- Planning Commission, India
- PowerSource Philippines DevCo
- Wood Mackenzie - Singapore
- IHS Mccloskey Coal Group - USA
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Mineral Development Corp Ltd - India
- Heidelberg Cement - Germany
- Goldman Sachs - Singapore
- Aboitiz Power Corporation - Philippines
- Riau Bara Harum - Indonesia
- Coastal Gujarat Power Limited - India
- Makarim & Taira - Indonesia
- Australian Coal Association
- LBH Netherlands Bv - Netherlands
- Attock Cement Pakistan Limited
- Karbindo Abesyapradhi - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- Central Java Power - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Petron Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- PTC India Limited - India
- Altura Mining Limited, Indonesia
- Coalindo Energy - Indonesia
- Orica Australia Pty. Ltd.
- Lanco Infratech Ltd - India
- Georgia Ports Authority, United States
- Barasentosa Lestari - Indonesia
- Manunggal Multi Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Eastern Energy - Thailand
- Globalindo Alam Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Kapuas Tunggal Persada - Indonesia
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- Parry Sugars Refinery, India
- Deloitte Consulting - India
- Mintek Dendrill Indonesia
- European Bulk Services B.V. - Netherlands
- Energy Link Ltd, New Zealand
- Sical Logistics Limited - India
- Sindya Power Generating Company Private Ltd
- Timah Investasi Mineral - Indoneisa
- Gujarat Sidhee Cement - India
- Binh Thuan Hamico - Vietnam
- IEA Clean Coal Centre - UK
- Neyveli Lignite Corporation Ltd, - India
- Kohat Cement Company Ltd. - Pakistan
- Maharashtra Electricity Regulatory Commission - India
- Bayan Resources Tbk. - Indonesia
- Latin American Coal - Colombia
- Bukit Makmur.PT - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Iligan Light & Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Ambuja Cements Ltd - India
- Cement Manufacturers Association - India
- Sarangani Energy Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Semirara Mining Corp, Philippines
- ASAPP Information Group - India
- Eastern Coal Council - USA
- Ministry of Transport, Egypt
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- Samtan Co., Ltd - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Madhucon Powers Ltd - India
- Mjunction Services Limited - India
- Borneo Indobara - Indonesia
- Commonwealth Bank - Australia
- Port Waratah Coal Services - Australia
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