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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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Wednesday, 17 May 17
THE CHINESE IMPORTS ARE A BAROMETER FOR VESSEL UTILIZATION - INTERMODAL
According to economic data, China imports increased year-on-year 38% in February, 20% in March – which is approximately US$160-170b - w ...
Monday, 15 May 17
THE PORT OF NEWCASTLE HAS SHIPPED 0.99 PERCENT LESS COAL IN APRIL 2017
COALspot.com: The Port of Newcastle, Australia’s major trading ports, and the world’s largest coal export ports has shipped $AU 1,636.2 ...
Monday, 15 May 17
THE CAPESIZE INDEX ROSE SIGNIFICANTLY THIS PAST WEEK COMPARED TO PREVIOUS WEEK
COALspot.com: The Freight market slightly up this past week, as BDI and Cape shows a positive trend week over week.
The Baltic Exchange, track ...
Friday, 12 May 17
U.S. COAL PRODUCTION DOWN AGAIN WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 13.3 million short tons ...
Friday, 12 May 17
SLOW AND UNEVENTFUL WEEK FOR THE PANAMAX MARKET
Supramax
In the Atlantic, only USG were showing some improvement, where pet-coke cargoes to India was fixed in the range of 19-23k daily and to C ...
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Showing 2046 to 2050 news of total 6871 |
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- Energy Development Corp, Philippines
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- Kobexindo Tractors - Indoneisa
- Ministry of Finance - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meenaskhi Energy Private Limited - India
- Energy Link Ltd, New Zealand
- VISA Power Limited - India
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- SMC Global Power, Philippines
- Electricity Generating Authority of Thailand
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Global Business Power Corporation, Philippines
- Thiess Contractors Indonesia
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- Billiton Holdings Pty Ltd - Australia
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- ICICI Bank Limited - India
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- Economic Council, Georgia
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- Edison Trading Spa - Italy
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- GN Power Mariveles Coal Plant, Philippines
- Borneo Indobara - Indonesia
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- Global Green Power PLC Corporation, Philippines
- Metalloyd Limited - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- Rio Tinto Coal - Australia
- Bhushan Steel Limited - India
- Makarim & Taira - Indonesia
- Bangladesh Power Developement Board
- Timah Investasi Mineral - Indoneisa
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- Wood Mackenzie - Singapore
- Toyota Tsusho Corporation, Japan
- South Luzon Thermal Energy Corporation
- Gujarat Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Baiduri Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
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- The State Trading Corporation of India Ltd
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- Sinarmas Energy and Mining - Indonesia
- Attock Cement Pakistan Limited
- Semirara Mining Corp, Philippines
- Bukit Makmur.PT - Indonesia
- London Commodity Brokers - England
- Kepco SPC Power Corporation, Philippines
- Commonwealth Bank - Australia
- Price Waterhouse Coopers - Russia
- Tamil Nadu electricity Board
- Marubeni Corporation - India
- Sree Jayajothi Cements Limited - India
- Vedanta Resources Plc - India
- Semirara Mining and Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- GMR Energy Limited - India
- Aboitiz Power Corporation - Philippines
- Ministry of Mines - Canada
- GVK Power & Infra Limited - India
- Parry Sugars Refinery, India
- Ministry of Transport, Egypt
- Videocon Industries ltd - India
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- Independent Power Producers Association of India
- Australian Commodity Traders Exchange
- Sojitz Corporation - Japan
- Sindya Power Generating Company Private Ltd
- IHS Mccloskey Coal Group - USA
- Petrochimia International Co. Ltd.- Taiwan
- Bayan Resources Tbk. - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Singapore Mercantile Exchange
- Latin American Coal - Colombia
- PTC India Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- Dalmia Cement Bharat India
- Salva Resources Pvt Ltd - India
- Essar Steel Hazira Ltd - India
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- Kartika Selabumi Mining - Indonesia
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- Pipit Mutiara Jaya. PT, Indonesia
- Trasteel International SA, Italy
- Parliament of New Zealand
- Coalindo Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Planning Commission, India
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- Bharathi Cement Corporation - India
- Central Electricity Authority - India
- Indika Energy - Indonesia
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- Coal and Oil Company - UAE
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- Deloitte Consulting - India
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- Kapuas Tunggal Persada - Indonesia
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- Siam City Cement PLC, Thailand
- Indian Energy Exchange, India
- Malabar Cements Ltd - India
- Mintek Dendrill Indonesia
- Minerals Council of Australia
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- MS Steel International - UAE
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- New Zealand Coal & Carbon
- Altura Mining Limited, Indonesia
- Heidelberg Cement - Germany
- CIMB Investment Bank - Malaysia
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- International Coal Ventures Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Standard Chartered Bank - UAE
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- IEA Clean Coal Centre - UK
- Merrill Lynch Commodities Europe
- Sical Logistics Limited - India
- Bulk Trading Sa - Switzerland
- Simpson Spence & Young - Indonesia
- The University of Queensland
- Banpu Public Company Limited - Thailand
- Jaiprakash Power Ventures ltd
- Krishnapatnam Port Company Ltd. - India
- Globalindo Alam Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- McConnell Dowell - Australia
- Rashtriya Ispat Nigam Limited - India
- CNBM International Corporation - China
- Indian Oil Corporation Limited
- Carbofer General Trading SA - India
- Leighton Contractors Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Indogreen Group - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Electricity Authority, New Zealand
- Romanian Commodities Exchange
- Eastern Energy - Thailand
- Directorate Of Revenue Intelligence - India
- Port Waratah Coal Services - Australia
- AsiaOL BioFuels Corp., Philippines
- Posco Energy - South Korea
- Anglo American - United Kingdom
- LBH Netherlands Bv - Netherlands
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- TeaM Sual Corporation - Philippines
- Georgia Ports Authority, United States
- Oldendorff Carriers - Singapore
- Uttam Galva Steels Limited - India
- Savvy Resources Ltd - HongKong
- Alfred C Toepfer International GmbH - Germany
- Bhatia International Limited - India
- Xindia Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Samtan Co., Ltd - South Korea
- Agrawal Coal Company - India
- Goldman Sachs - Singapore
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- Mjunction Services Limited - India
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- Binh Thuan Hamico - Vietnam
- Thai Mozambique Logistica
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- Wilmar Investment Holdings
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