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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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Thursday, 28 September 17
CHINESE GOVERNMENT TO CANCEL DOMESTIC IRON ORE MINING RIGHTS - JEFFREY LANDSBERG
It has been reported that China will cancel roughly one third of its iron ore mining licenses, says Commodore Research & Consultancy in its lat ...
Tuesday, 26 September 17
REDUCING THE RISK OF LIQUEFACTION - IUMI
KNOWLEDGE TO ELEVATE
Liquefaction is a phenomenon that can take place in granular materials, such as soil or fine ore, where the beh ...
Tuesday, 26 September 17
THE CURRENT HIGHS IN THE DRY BULK FREIGHT MARKET WILL SURELY BE SURPASSED AND BY A CONSIDERABLE MARGIN IN THE NEXT YEAR OR SO - GEORGE LAZARIDIS
The Dry Bulk market con!nues to show a strong face amidst the favorable tail winds being seen, which have helped the Bal!c Dry Index inch above the ...
Monday, 25 September 17
CHOICES FOR SHIPPING AS 2020 APPROACHES? - CLARKSONS
Historically, the fuel of choice for the vast majority of large cargo ships has been heavy fuel oil. But in 2020, sulphur oxide emissions will be c ...
Monday, 25 September 17
THE FREIGHT MARKET ROSE IN ALL SEGMENTS EXCEPT PANAMAX WEEK OVER WEEK
COALspot.com: The freight market rose in all segments except Panamax week over week. Mainly Cape has supported to boosted up BDI this past week, BD ...
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Showing 1931 to 1935 news of total 6871 |
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- Semirara Mining and Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Sarangani Energy Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Samtan Co., Ltd - South Korea
- Parry Sugars Refinery, India
- Heidelberg Cement - Germany
- Mintek Dendrill Indonesia
- Siam City Cement - Thailand
- Bhoruka Overseas - Indonesia
- The University of Queensland
- Goldman Sachs - Singapore
- VISA Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Oldendorff Carriers - Singapore
- Central Java Power - Indonesia
- Kartika Selabumi Mining - Indonesia
- Edison Trading Spa - Italy
- Global Business Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Ministry of Mines - Canada
- CIMB Investment Bank - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- Kobexindo Tractors - Indoneisa
- Toyota Tsusho Corporation, Japan
- Meralco Power Generation, Philippines
- Timah Investasi Mineral - Indoneisa
- Anglo American - United Kingdom
- Kideco Jaya Agung - Indonesia
- Trasteel International SA, Italy
- Chettinad Cement Corporation Ltd - India
- Sindya Power Generating Company Private Ltd
- Orica Mining Services - Indonesia
- Dalmia Cement Bharat India
- Uttam Galva Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Indian Energy Exchange, India
- San Jose City I Power Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Parliament of New Zealand
- Marubeni Corporation - India
- PTC India Limited - India
- ASAPP Information Group - India
- Orica Australia Pty. Ltd.
- Planning Commission, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indonesian Coal Mining Association
- Metalloyd Limited - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- LBH Netherlands Bv - Netherlands
- The Treasury - Australian Government
- Thiess Contractors Indonesia
- Aditya Birla Group - India
- Videocon Industries ltd - India
- Ministry of Transport, Egypt
- Larsen & Toubro Limited - India
- McConnell Dowell - Australia
- Kaltim Prima Coal - Indonesia
- Wood Mackenzie - Singapore
- Simpson Spence & Young - Indonesia
- OPG Power Generation Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Maheswari Brothers Coal Limited - India
- Bukit Makmur.PT - Indonesia
- Baramulti Group, Indonesia
- IHS Mccloskey Coal Group - USA
- Salva Resources Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Bharathi Cement Corporation - India
- SN Aboitiz Power Inc, Philippines
- SMG Consultants - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- White Energy Company Limited
- Directorate Of Revenue Intelligence - India
- Chamber of Mines of South Africa
- Ind-Barath Power Infra Limited - India
- Tata Chemicals Ltd - India
- Attock Cement Pakistan Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rashtriya Ispat Nigam Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Generating Authority of Thailand
- Medco Energi Mining Internasional
- Coastal Gujarat Power Limited - India
- Wilmar Investment Holdings
- Bhatia International Limited - India
- Energy Link Ltd, New Zealand
- Sree Jayajothi Cements Limited - India
- Eastern Energy - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Coalindo Energy - Indonesia
- SMC Global Power, Philippines
- Essar Steel Hazira Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- London Commodity Brokers - England
- Vizag Seaport Private Limited - India
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- Petron Corporation, Philippines
- Bangladesh Power Developement Board
- Agrawal Coal Company - India
- Central Electricity Authority - India
- Alfred C Toepfer International GmbH - Germany
- Minerals Council of Australia
- Standard Chartered Bank - UAE
- Formosa Plastics Group - Taiwan
- Semirara Mining Corp, Philippines
- Kumho Petrochemical, South Korea
- GVK Power & Infra Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coal and Oil Company - UAE
- CNBM International Corporation - China
- Interocean Group of Companies - India
- AsiaOL BioFuels Corp., Philippines
- Sakthi Sugars Limited - India
- Xindia Steels Limited - India
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- Madhucon Powers Ltd - India
- Economic Council, Georgia
- Malabar Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- GMR Energy Limited - India
- Altura Mining Limited, Indonesia
- Renaissance Capital - South Africa
- Manunggal Multi Energi - Indonesia
- Georgia Ports Authority, United States
- PNOC Exploration Corporation - Philippines
- Indika Energy - Indonesia
- Carbofer General Trading SA - India
- PetroVietnam Power Coal Import and Supply Company
- Jindal Steel & Power Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Cement Manufacturers Association - India
- Maharashtra Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Holcim Trading Pte Ltd - Singapore
- Eastern Coal Council - USA
- Commonwealth Bank - Australia
- Sical Logistics Limited - India
- Rio Tinto Coal - Australia
- The State Trading Corporation of India Ltd
- Makarim & Taira - Indonesia
- Intertek Mineral Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Thai Mozambique Logistica
- European Bulk Services B.V. - Netherlands
- Barasentosa Lestari - Indonesia
- Antam Resourcindo - Indonesia
- Binh Thuan Hamico - Vietnam
- Vedanta Resources Plc - India
- TeaM Sual Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Independent Power Producers Association of India
- Star Paper Mills Limited - India
- Gujarat Sidhee Cement - India
- Global Green Power PLC Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Posco Energy - South Korea
- Miang Besar Coal Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Indian Oil Corporation Limited
- South Luzon Thermal Energy Corporation
- Energy Development Corp, Philippines
- PowerSource Philippines DevCo
- Australian Commodity Traders Exchange
- Power Finance Corporation Ltd., India
- Indogreen Group - Indonesia
- Australian Coal Association
- MS Steel International - UAE
- Ministry of Finance - Indonesia
- Latin American Coal - Colombia
- Mercator Lines Limited - India
- Tamil Nadu electricity Board
- Ambuja Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- Deloitte Consulting - India
- Bahari Cakrawala Sebuku - Indonesia
- Africa Commodities Group - South Africa
- Banpu Public Company Limited - Thailand
- International Coal Ventures Pvt Ltd - India
- Romanian Commodities Exchange
- Grasim Industreis Ltd - India
- ICICI Bank Limited - India
- Savvy Resources Ltd - HongKong
- India Bulls Power Limited - India
- Borneo Indobara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Riau Bara Harum - Indonesia
- Jaiprakash Power Ventures ltd
- Sojitz Corporation - Japan
- Iligan Light & Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhushan Steel Limited - India
- Billiton Holdings Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- Electricity Authority, New Zealand
- Price Waterhouse Coopers - Russia
- Singapore Mercantile Exchange
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