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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, 10 August 17
ANOTHER ACTIVE WEEK FOR THE PANAMAXES WITH INCREASING RATES IN BOTH HEMISPHERES - FEARNLEYS
Supramax
Both basins have remained fairly flat, could say slightly to the negative. A quiet start of the week in the Pacific with holidays in Sin ...
Wednesday, 09 August 17
THE KEY IMPORTERS OF U.S. COAL FOR THE FIRST FIVE MONTHS OF 2017 ARE THE NETHERLANDS, INDIA AND JAPAN - PETER SAND, BIMCO
US seaborne coal exports have turned years of negative growth around and seem to be climbing for a third quarter in a row. The increase in total vo ...
Wednesday, 09 August 17
INDONESIAN COAL PRICE REFERENCE INCREASE COULD CONTINUE IN THE COMING MONTHS
COALspot.com: Indonesian coal benchmark price rose 6.36% in August, government data showed.
The benchmark price of Indonesian thermal ...
Wednesday, 09 August 17
COAL HAS GAINED AROUND 40% OVER THE PAST TWELVE MONTHS; IRON ORE HAS MOVED FROM AROUND $50/T IN AUGUST 2016 TO OVER $70/T TODAY - INTERMODAL
During the summer’s peak, and with the markets remaining relatively quiet, we can argue that most markets have built solid foundations to enj ...
Tuesday, 08 August 17
THE BULLISH RIDE CONTINUES ON FOR THE IRON ORE MARKET - GEORGE LAZARIDIS
The bullish ride continues on for the iron ore market, with most in the market now eyeing the possibility for further gains to be had as Chine ...
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Showing 1976 to 1980 news of total 6871 |
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- Minerals Council of Australia
- Central Java Power - Indonesia
- Attock Cement Pakistan Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indian Oil Corporation Limited
- San Jose City I Power Corp, Philippines
- Essar Steel Hazira Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Baramulti Group, Indonesia
- Coal and Oil Company - UAE
- Borneo Indobara - Indonesia
- Tamil Nadu electricity Board
- Bukit Baiduri Energy - Indonesia
- McConnell Dowell - Australia
- Economic Council, Georgia
- Savvy Resources Ltd - HongKong
- Marubeni Corporation - India
- Chamber of Mines of South Africa
- Lanco Infratech Ltd - India
- CIMB Investment Bank - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- White Energy Company Limited
- Maharashtra Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Price Waterhouse Coopers - Russia
- Dalmia Cement Bharat India
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- IEA Clean Coal Centre - UK
- Commonwealth Bank - Australia
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- Sarangani Energy Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Kideco Jaya Agung - Indonesia
- Metalloyd Limited - United Kingdom
- Energy Development Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- GAC Shipping (India) Pvt Ltd
- Holcim Trading Pte Ltd - Singapore
- Electricity Authority, New Zealand
- Ministry of Transport, Egypt
- Cement Manufacturers Association - India
- Port Waratah Coal Services - Australia
- Renaissance Capital - South Africa
- Eastern Energy - Thailand
- The University of Queensland
- Ind-Barath Power Infra Limited - India
- Meenaskhi Energy Private Limited - India
- Ambuja Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Kobexindo Tractors - Indoneisa
- Indika Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Miang Besar Coal Terminal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Edison Trading Spa - Italy
- Malabar Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Thai Mozambique Logistica
- Orica Mining Services - Indonesia
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Agrawal Coal Company - India
- Jindal Steel & Power Ltd - India
- Anglo American - United Kingdom
- Aditya Birla Group - India
- PNOC Exploration Corporation - Philippines
- Gujarat Sidhee Cement - India
- PowerSource Philippines DevCo
- TeaM Sual Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Heidelberg Cement - Germany
- Deloitte Consulting - India
- Posco Energy - South Korea
- Mintek Dendrill Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Karaikal Port Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Antam Resourcindo - Indonesia
- The State Trading Corporation of India Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Georgia Ports Authority, United States
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement PLC, Thailand
- Maheswari Brothers Coal Limited - India
- The Treasury - Australian Government
- Samtan Co., Ltd - South Korea
- SN Aboitiz Power Inc, Philippines
- SMC Global Power, Philippines
- Indian Energy Exchange, India
- Romanian Commodities Exchange
- Toyota Tsusho Corporation, Japan
- Semirara Mining Corp, Philippines
- Ministry of Mines - Canada
- Africa Commodities Group - South Africa
- Chettinad Cement Corporation Ltd - India
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Iligan Light & Power Inc, Philippines
- Orica Australia Pty. Ltd.
- Medco Energi Mining Internasional
- Mercator Lines Limited - India
- Power Finance Corporation Ltd., India
- Sree Jayajothi Cements Limited - India
- Australian Coal Association
- Meralco Power Generation, Philippines
- Electricity Generating Authority of Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- VISA Power Limited - India
- Directorate Of Revenue Intelligence - India
- London Commodity Brokers - England
- Vizag Seaport Private Limited - India
- New Zealand Coal & Carbon
- Sindya Power Generating Company Private Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Star Paper Mills Limited - India
- Bulk Trading Sa - Switzerland
- Uttam Galva Steels Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Barasentosa Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- Global Green Power PLC Corporation, Philippines
- Xindia Steels Limited - India
- Globalindo Alam Lestari - Indonesia
- SMG Consultants - Indonesia
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Bhatia International Limited - India
- Therma Luzon, Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Billiton Holdings Pty Ltd - Australia
- Kapuas Tunggal Persada - Indonesia
- Sical Logistics Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Kaltim Prima Coal - Indonesia
- Vedanta Resources Plc - India
- Tata Chemicals Ltd - India
- Indo Tambangraya Megah - Indonesia
- Formosa Plastics Group - Taiwan
- Australian Commodity Traders Exchange
- ASAPP Information Group - India
- Makarim & Taira - Indonesia
- Goldman Sachs - Singapore
- Aboitiz Power Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- CNBM International Corporation - China
- Videocon Industries ltd - India
- Bhushan Steel Limited - India
- Mjunction Services Limited - India
- Coastal Gujarat Power Limited - India
- Bhoruka Overseas - Indonesia
- India Bulls Power Limited - India
- Simpson Spence & Young - Indonesia
- Altura Mining Limited, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Latin American Coal - Colombia
- Singapore Mercantile Exchange
- Petron Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Sakthi Sugars Limited - India
- Trasteel International SA, Italy
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- Semirara Mining and Power Corporation, Philippines
- Wilmar Investment Holdings
- European Bulk Services B.V. - Netherlands
- Bangladesh Power Developement Board
- Planning Commission, India
- IHS Mccloskey Coal Group - USA
- Central Electricity Authority - India
- Independent Power Producers Association of India
- Wood Mackenzie - Singapore
- Kumho Petrochemical, South Korea
- Parry Sugars Refinery, India
- Binh Thuan Hamico - Vietnam
- International Coal Ventures Pvt Ltd - India
- Bharathi Cement Corporation - India
- Energy Link Ltd, New Zealand
- Grasim Industreis Ltd - India
- Manunggal Multi Energi - Indonesia
- Madhucon Powers Ltd - India
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- Kepco SPC Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Riau Bara Harum - Indonesia
- South Luzon Thermal Energy Corporation
- Rashtriya Ispat Nigam Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Salva Resources Pvt Ltd - India
- Rio Tinto Coal - Australia
- MS Steel International - UAE
- Alfred C Toepfer International GmbH - Germany
- Sojitz Corporation - Japan
- Thiess Contractors Indonesia
- PTC India Limited - India
- GMR Energy Limited - India
- GVK Power & Infra Limited - India
- Eastern Coal Council - USA
- Interocean Group of Companies - India
- Directorate General of MIneral and Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
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