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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, 17 October 17
SULPHUR 2020: COMING, READY OR NOT - ALIBRA SHIPPING
Some 70% of shipping companies surveyed say they do not believe the industry is ready for IMO’s 2020 deadline, when a global limit of 0.5% su ...
Tuesday, 17 October 17
U.S RECORD EXPORTS OIL TO EAST HAS HELPED THE TANKER TRADE - GEORGE LAZARIDIS
There was a flood of fresh news this week which clouded the overall prospects of the crude oil market. Just one week prior Saudi Arabia and Russia, ...
Monday, 16 October 17
INDONESIA TO INDIA COAL FREIGHT RATES STAY FIRM
COALspot.com: The daily average earnings for Supramax, for the route Indonesia to India passing through Singapore has stayed firm, week over week, ...
Friday, 13 October 17
INDIKA ENERGY SIGNS SHARE PURCHASE AGREEMENTS FOR AN ADDITIONAL 45% STAKE IN KIDECO
PT Indika Energy Tbk. and its wholly-owned subsidiary PT Indika Inti Corpindo (collectively, “Indika Energy”) has entered into separate ...
Friday, 13 October 17
THE SHORT-TERM OUTLOOK FOR THE PANAMAX MARKET REMAIN POSITIVE - FEARNLEYS
Supramax
The market has picked up strongly since last week with the Chinese holidays. In the Pacific rates are increasing with some strong number ...
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Showing 1911 to 1915 news of total 6871 |
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- Siam City Cement PLC, Thailand
- Kalimantan Lumbung Energi - Indonesia
- White Energy Company Limited
- IHS Mccloskey Coal Group - USA
- Madhucon Powers Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Videocon Industries ltd - India
- Makarim & Taira - Indonesia
- Kumho Petrochemical, South Korea
- Global Coal Blending Company Limited - Australia
- Independent Power Producers Association of India
- Manunggal Multi Energi - Indonesia
- Latin American Coal - Colombia
- Carbofer General Trading SA - India
- Chamber of Mines of South Africa
- Simpson Spence & Young - Indonesia
- Karaikal Port Pvt Ltd - India
- Baramulti Group, Indonesia
- Economic Council, Georgia
- Vijayanagar Sugar Pvt Ltd - India
- McConnell Dowell - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Star Paper Mills Limited - India
- Leighton Contractors Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Formosa Plastics Group - Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- VISA Power Limited - India
- Deloitte Consulting - India
- Africa Commodities Group - South Africa
- Asmin Koalindo Tuhup - Indonesia
- ICICI Bank Limited - India
- GMR Energy Limited - India
- Gujarat Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- PetroVietnam Power Coal Import and Supply Company
- Trasteel International SA, Italy
- MS Steel International - UAE
- Karbindo Abesyapradhi - Indoneisa
- IEA Clean Coal Centre - UK
- Australian Coal Association
- Larsen & Toubro Limited - India
- Agrawal Coal Company - India
- Aditya Birla Group - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bahari Cakrawala Sebuku - Indonesia
- The Treasury - Australian Government
- Meenaskhi Energy Private Limited - India
- SMC Global Power, Philippines
- Riau Bara Harum - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Kideco Jaya Agung - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Rio Tinto Coal - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Authority, New Zealand
- Gujarat Sidhee Cement - India
- Sical Logistics Limited - India
- Marubeni Corporation - India
- Coastal Gujarat Power Limited - India
- Vedanta Resources Plc - India
- Sakthi Sugars Limited - India
- Borneo Indobara - Indonesia
- Coal and Oil Company - UAE
- Iligan Light & Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Medco Energi Mining Internasional
- Wilmar Investment Holdings
- Billiton Holdings Pty Ltd - Australia
- Indonesian Coal Mining Association
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parliament of New Zealand
- Krishnapatnam Port Company Ltd. - India
- Dalmia Cement Bharat India
- Lanco Infratech Ltd - India
- Malabar Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Heidelberg Cement - Germany
- Bukit Baiduri Energy - Indonesia
- Global Business Power Corporation, Philippines
- Interocean Group of Companies - India
- Kapuas Tunggal Persada - Indonesia
- Price Waterhouse Coopers - Russia
- Petron Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Essar Steel Hazira Ltd - India
- Straits Asia Resources Limited - Singapore
- Ministry of Mines - Canada
- Ministry of Finance - Indonesia
- Tata Chemicals Ltd - India
- Intertek Mineral Services - Indonesia
- Electricity Generating Authority of Thailand
- Barasentosa Lestari - Indonesia
- Sojitz Corporation - Japan
- Petrochimia International Co. Ltd.- Taiwan
- Global Green Power PLC Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Siam City Cement - Thailand
- Coalindo Energy - Indonesia
- Mintek Dendrill Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Toyota Tsusho Corporation, Japan
- Thai Mozambique Logistica
- Parry Sugars Refinery, India
- Chettinad Cement Corporation Ltd - India
- Semirara Mining Corp, Philippines
- Salva Resources Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- SMG Consultants - Indonesia
- Edison Trading Spa - Italy
- Uttam Galva Steels Limited - India
- Directorate Of Revenue Intelligence - India
- The State Trading Corporation of India Ltd
- Energy Link Ltd, New Zealand
- Globalindo Alam Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tamil Nadu electricity Board
- European Bulk Services B.V. - Netherlands
- Ambuja Cements Ltd - India
- Bhushan Steel Limited - India
- SN Aboitiz Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Sarangani Energy Corporation, Philippines
- CNBM International Corporation - China
- Therma Luzon, Inc, Philippines
- Mjunction Services Limited - India
- AsiaOL BioFuels Corp., Philippines
- Metalloyd Limited - United Kingdom
- India Bulls Power Limited - India
- Bharathi Cement Corporation - India
- TeaM Sual Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Banpu Public Company Limited - Thailand
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- ASAPP Information Group - India
- Holcim Trading Pte Ltd - Singapore
- Binh Thuan Hamico - Vietnam
- Bukit Makmur.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- The University of Queensland
- Gujarat Mineral Development Corp Ltd - India
- Bangladesh Power Developement Board
- Central Electricity Authority - India
- Renaissance Capital - South Africa
- Grasim Industreis Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Attock Cement Pakistan Limited
- Kaltim Prima Coal - Indonesia
- Standard Chartered Bank - UAE
- Rashtriya Ispat Nigam Limited - India
- London Commodity Brokers - England
- Indo Tambangraya Megah - Indonesia
- PTC India Limited - India
- South Luzon Thermal Energy Corporation
- Mercuria Energy - Indonesia
- Indian Energy Exchange, India
- Energy Development Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Anglo American - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Antam Resourcindo - Indonesia
- Oldendorff Carriers - Singapore
- Semirara Mining and Power Corporation, Philippines
- Singapore Mercantile Exchange
- Port Waratah Coal Services - Australia
- Power Finance Corporation Ltd., India
- Indika Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Eastern Energy - Thailand
- Sree Jayajothi Cements Limited - India
- CIMB Investment Bank - Malaysia
- Australian Commodity Traders Exchange
- Ministry of Transport, Egypt
- GVK Power & Infra Limited - India
- Samtan Co., Ltd - South Korea
- Merrill Lynch Commodities Europe
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cement Manufacturers Association - India
- Timah Investasi Mineral - Indoneisa
- Eastern Coal Council - USA
- Central Java Power - Indonesia
- Commonwealth Bank - Australia
- Altura Mining Limited, Indonesia
- Thiess Contractors Indonesia
- Goldman Sachs - Singapore
- Indogreen Group - Indonesia
- Maheswari Brothers Coal Limited - India
- Indian Oil Corporation Limited
- Georgia Ports Authority, United States
- Orica Australia Pty. Ltd.
- LBH Netherlands Bv - Netherlands
- Mercator Lines Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Meralco Power Generation, Philippines
- Planning Commission, India
- Romanian Commodities Exchange
- Wood Mackenzie - Singapore
- Ceylon Electricity Board - Sri Lanka
- Minerals Council of Australia
- Bhoruka Overseas - Indonesia
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Posco Energy - South Korea
- Orica Mining Services - Indonesia
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