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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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Monday, 21 August 17
INDIA'S COAL IMPORTS DECLINE TO 192 MT IN FY17 - PTI
Import of coal saw a decline of 6.37 per cent to 191.95 million tonnes (MT) in 2016-17 on higher production by CIL that saw the country move to a r ...
Monday, 21 August 17
FIRM DEMAND FOR CAPES CONTINUE TO SUPPORT DRY BULK SHIPPING
COALspot.com: The freight market was continued to rose this past week compared to the previous weeks, as BDI, Cape and Panamax indexes show a posit ...
Friday, 18 August 17
U.S. WEEKLY COAL OUTPUT UP 2.1% WEEK OVER WEEK, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.5 million short ton ...
Thursday, 17 August 17
DESPITE A HOLIDAY-DISRUPTED WEEK IT HAS BEEN A NEW ACTIVE WEEK FOR THE PANAMAXES - FEARNLEYS
Supramax
A very quiet start to the week with holidays in several countries. USG still bringing good results supported by a tight tonnage availabl ...
Monday, 14 August 17
CENTURIES ON, AND DRY BULK STILL RULES THE WAVES... - SARAH HOLDEN | CLARKSONS
By the late 1800s, the shipping industry had been transformed by the introduction of steam power and iron ships. Coal and grain were two of the mos ...
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Showing 1966 to 1970 news of total 6871 |
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- Global Business Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chamber of Mines of South Africa
- Ceylon Electricity Board - Sri Lanka
- Australian Commodity Traders Exchange
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- Oldendorff Carriers - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Indian Energy Exchange, India
- Krishnapatnam Port Company Ltd. - India
- Directorate General of MIneral and Coal - Indonesia
- Antam Resourcindo - Indonesia
- Lanco Infratech Ltd - India
- Planning Commission, India
- Mintek Dendrill Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Kaltim Prima Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Binh Thuan Hamico - Vietnam
- Grasim Industreis Ltd - India
- Videocon Industries ltd - India
- ASAPP Information Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Ind-Barath Power Infra Limited - India
- Renaissance Capital - South Africa
- Port Waratah Coal Services - Australia
- Medco Energi Mining Internasional
- Manunggal Multi Energi - Indonesia
- Anglo American - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- SMC Global Power, Philippines
- Sarangani Energy Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- OPG Power Generation Pvt Ltd - India
- Eastern Coal Council - USA
- Metalloyd Limited - United Kingdom
- Meralco Power Generation, Philippines
- Bharathi Cement Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Simpson Spence & Young - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Ambuja Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Global Green Power PLC Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Jindal Steel & Power Ltd - India
- Bayan Resources Tbk. - Indonesia
- Latin American Coal - Colombia
- The Treasury - Australian Government
- The University of Queensland
- Posco Energy - South Korea
- Deloitte Consulting - India
- Trasteel International SA, Italy
- Tata Chemicals Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- GAC Shipping (India) Pvt Ltd
- Indonesian Coal Mining Association
- Mercator Lines Limited - India
- Commonwealth Bank - Australia
- SN Aboitiz Power Inc, Philippines
- Eastern Energy - Thailand
- Aditya Birla Group - India
- Petron Corporation, Philippines
- Madhucon Powers Ltd - India
- Africa Commodities Group - South Africa
- Dalmia Cement Bharat India
- Sindya Power Generating Company Private Ltd
- Petrochimia International Co. Ltd.- Taiwan
- IHS Mccloskey Coal Group - USA
- Independent Power Producers Association of India
- Parliament of New Zealand
- Kobexindo Tractors - Indoneisa
- Savvy Resources Ltd - HongKong
- Siam City Cement - Thailand
- Larsen & Toubro Limited - India
- Sree Jayajothi Cements Limited - India
- Georgia Ports Authority, United States
- GMR Energy Limited - India
- Wood Mackenzie - Singapore
- Star Paper Mills Limited - India
- Central Electricity Authority - India
- Holcim Trading Pte Ltd - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coal and Oil Company - UAE
- Riau Bara Harum - Indonesia
- Minerals Council of Australia
- Electricity Authority, New Zealand
- Electricity Generating Authority of Thailand
- Sical Logistics Limited - India
- Karaikal Port Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Indogreen Group - Indonesia
- Goldman Sachs - Singapore
- MS Steel International - UAE
- Wilmar Investment Holdings
- Carbofer General Trading SA - India
- White Energy Company Limited
- Bhoruka Overseas - Indonesia
- Thai Mozambique Logistica
- Australian Coal Association
- Energy Link Ltd, New Zealand
- Kideco Jaya Agung - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- Bangladesh Power Developement Board
- Economic Council, Georgia
- Marubeni Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Therma Luzon, Inc, Philippines
- Interocean Group of Companies - India
- Uttam Galva Steels Limited - India
- Formosa Plastics Group - Taiwan
- Ministry of Transport, Egypt
- Indika Energy - Indonesia
- Sojitz Corporation - Japan
- Indo Tambangraya Megah - Indonesia
- Sakthi Sugars Limited - India
- Globalindo Alam Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- Makarim & Taira - Indonesia
- Kepco SPC Power Corporation, Philippines
- Agrawal Coal Company - India
- GVK Power & Infra Limited - India
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- LBH Netherlands Bv - Netherlands
- Heidelberg Cement - Germany
- VISA Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- South Luzon Thermal Energy Corporation
- Pendopo Energi Batubara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Sinarmas Energy and Mining - Indonesia
- Jaiprakash Power Ventures ltd
- Maheswari Brothers Coal Limited - India
- Bhushan Steel Limited - India
- India Bulls Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Essar Steel Hazira Ltd - India
- Energy Development Corp, Philippines
- Rio Tinto Coal - Australia
- Orica Australia Pty. Ltd.
- New Zealand Coal & Carbon
- Timah Investasi Mineral - Indoneisa
- Romanian Commodities Exchange
- PowerSource Philippines DevCo
- IEA Clean Coal Centre - UK
- Global Coal Blending Company Limited - Australia
- Coastal Gujarat Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Meenaskhi Energy Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement PLC, Thailand
- International Coal Ventures Pvt Ltd - India
- Central Java Power - Indonesia
- London Commodity Brokers - England
- Bukit Baiduri Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Altura Mining Limited, Indonesia
- Parry Sugars Refinery, India
- European Bulk Services B.V. - Netherlands
- Offshore Bulk Terminal Pte Ltd, Singapore
- Borneo Indobara - Indonesia
- Kartika Selabumi Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- Price Waterhouse Coopers - Russia
- Chettinad Cement Corporation Ltd - India
- PTC India Limited - India
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- Toyota Tsusho Corporation, Japan
- Billiton Holdings Pty Ltd - Australia
- Cement Manufacturers Association - India
- Mjunction Services Limited - India
- ICICI Bank Limited - India
- Tamil Nadu electricity Board
- Kumho Petrochemical, South Korea
- Ministry of Finance - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- Salva Resources Pvt Ltd - India
- Orica Mining Services - Indonesia
- Vizag Seaport Private Limited - India
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Indian Oil Corporation Limited
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Bukit Makmur.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mercuria Energy - Indonesia
- Merrill Lynch Commodities Europe
- Vedanta Resources Plc - India
- Attock Cement Pakistan Limited
- Edison Trading Spa - Italy
- Aboitiz Power Corporation - Philippines
- McConnell Dowell - Australia
- Malabar Cements Ltd - India
- Coalindo Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate Of Revenue Intelligence - India
- Bulk Trading Sa - Switzerland
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