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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, 10 April 17
THE CAPE INDEX WAS DOWN BY 16.32% WEEK OVER WEEK
COALspot.com: The Freight market was steady week over a week except for Cape. The cape index was down 16.32 percent week over week.
The Baltic ...
Friday, 07 April 17
INDONESIAN GOVERNMENT DECLARED SPOT COAL PRICES STAGE FIRST INCREASE OF THE YEAR
COALspot.com: Indonesian government declared coal benchmark price rose slightly in April, government data showed.
The benchmark price of Indon ...
Friday, 07 April 17
U.S WEEKLY COAL OUTPUT ALMOST FLAT WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14.5 million short tons ...
Thursday, 06 April 17
PANAMAX: THE MARKET HAS CONTINUED THE FIRM SENTIMENT FROM LAST WEEK IN BOTH HEMISPHERES - FEARNLEYS
Supramax
With holidays in Asia, the week has started very slow in Pacific. Some fixtures have still been done and levels have remained quite stab ...
Wednesday, 05 April 17
THE AVERAGE SECOND HAND PANAMAXES AND CAPES PRICES FOR A 5-YR OLD VESSEL HAS INCREASED MORE THAN 19% AND 20% RESPECTIVELY M/M - INTERMODAL
With the help of what so far appears to be a very strong grain season together with the fact that imports from China have remained so far robust in ...
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Showing 2076 to 2080 news of total 6871 |
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- Ceylon Electricity Board - Sri Lanka
- Bayan Resources Tbk. - Indonesia
- Essar Steel Hazira Ltd - India
- Manunggal Multi Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Planning Commission, India
- Parry Sugars Refinery, India
- Malabar Cements Ltd - India
- Vedanta Resources Plc - India
- Bulk Trading Sa - Switzerland
- Alfred C Toepfer International GmbH - Germany
- Pendopo Energi Batubara - Indonesia
- Rio Tinto Coal - Australia
- Holcim Trading Pte Ltd - Singapore
- Mercuria Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Eastern Energy - Thailand
- Edison Trading Spa - Italy
- Thai Mozambique Logistica
- Antam Resourcindo - Indonesia
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ambuja Cements Ltd - India
- Energy Development Corp, Philippines
- Medco Energi Mining Internasional
- Mintek Dendrill Indonesia
- Port Waratah Coal Services - Australia
- Lanco Infratech Ltd - India
- Karaikal Port Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Standard Chartered Bank - UAE
- GN Power Mariveles Coal Plant, Philippines
- San Jose City I Power Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Cement Manufacturers Association - India
- Power Finance Corporation Ltd., India
- Mjunction Services Limited - India
- Meenaskhi Energy Private Limited - India
- Minerals Council of Australia
- Vijayanagar Sugar Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Indian Oil Corporation Limited
- Deloitte Consulting - India
- Independent Power Producers Association of India
- Baramulti Group, Indonesia
- New Zealand Coal & Carbon
- Coal and Oil Company - UAE
- European Bulk Services B.V. - Netherlands
- International Coal Ventures Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Larsen & Toubro Limited - India
- Leighton Contractors Pty Ltd - Australia
- Maheswari Brothers Coal Limited - India
- Samtan Co., Ltd - South Korea
- Neyveli Lignite Corporation Ltd, - India
- Interocean Group of Companies - India
- Anglo American - United Kingdom
- Indika Energy - Indonesia
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- Renaissance Capital - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- PNOC Exploration Corporation - Philippines
- SMG Consultants - Indonesia
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- Grasim Industreis Ltd - India
- Global Green Power PLC Corporation, Philippines
- Vizag Seaport Private Limited - India
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- MS Steel International - UAE
- Electricity Generating Authority of Thailand
- Parliament of New Zealand
- Jaiprakash Power Ventures ltd
- Aboitiz Power Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Heidelberg Cement - Germany
- Indo Tambangraya Megah - Indonesia
- Riau Bara Harum - Indonesia
- Altura Mining Limited, Indonesia
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- Romanian Commodities Exchange
- Xindia Steels Limited - India
- Sojitz Corporation - Japan
- Timah Investasi Mineral - Indoneisa
- Ind-Barath Power Infra Limited - India
- Kartika Selabumi Mining - Indonesia
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Commonwealth Bank - Australia
- Globalindo Alam Lestari - Indonesia
- Indonesian Coal Mining Association
- Bukit Asam (Persero) Tbk - Indonesia
- Central Electricity Authority - India
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- Trasteel International SA, Italy
- Kepco SPC Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Borneo Indobara - Indonesia
- Toyota Tsusho Corporation, Japan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Coal Council - USA
- Indogreen Group - Indonesia
- The Treasury - Australian Government
- SMC Global Power, Philippines
- Bhatia International Limited - India
- SN Aboitiz Power Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Carbofer General Trading SA - India
- Coastal Gujarat Power Limited - India
- Aditya Birla Group - India
- Petron Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Australian Coal Association
- The University of Queensland
- Goldman Sachs - Singapore
- Gujarat Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Meralco Power Generation, Philippines
- Makarim & Taira - Indonesia
- Kobexindo Tractors - Indoneisa
- Sarangani Energy Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- IHS Mccloskey Coal Group - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kohat Cement Company Ltd. - Pakistan
- GVK Power & Infra Limited - India
- Economic Council, Georgia
- Georgia Ports Authority, United States
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Energy Exchange, India
- Merrill Lynch Commodities Europe
- Orica Australia Pty. Ltd.
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Agrawal Coal Company - India
- Star Paper Mills Limited - India
- Coalindo Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Sindya Power Generating Company Private Ltd
- Posco Energy - South Korea
- Miang Besar Coal Terminal - Indonesia
- Africa Commodities Group - South Africa
- ICICI Bank Limited - India
- McConnell Dowell - Australia
- VISA Power Limited - India
- Siam City Cement - Thailand
- AsiaOL BioFuels Corp., Philippines
- Ministry of Mines - Canada
- Pipit Mutiara Jaya. PT, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Barasentosa Lestari - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Salva Resources Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Bukit Makmur.PT - Indonesia
- Sical Logistics Limited - India
- Siam City Cement PLC, Thailand
- Ministry of Transport, Egypt
- Bhushan Steel Limited - India
- Wilmar Investment Holdings
- Intertek Mineral Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- PowerSource Philippines DevCo
- Wood Mackenzie - Singapore
- IEA Clean Coal Centre - UK
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining Corp, Philippines
- The State Trading Corporation of India Ltd
- Uttam Galva Steels Limited - India
- LBH Netherlands Bv - Netherlands
- GAC Shipping (India) Pvt Ltd
- Central Java Power - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Sakthi Sugars Limited - India
- Kideco Jaya Agung - Indonesia
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- Oldendorff Carriers - Singapore
- Directorate General of MIneral and Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Bangladesh Power Developement Board
- Singapore Mercantile Exchange
- Orica Mining Services - Indonesia
- London Commodity Brokers - England
- Electricity Authority, New Zealand
- Kapuas Tunggal Persada - Indonesia
- Price Waterhouse Coopers - Russia
- Bharathi Cement Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Directorate Of Revenue Intelligence - India
- Gujarat Mineral Development Corp Ltd - India
- Therma Luzon, Inc, Philippines
- Sree Jayajothi Cements Limited - India
- PTC India Limited - India
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- GMR Energy Limited - India
- ASAPP Information Group - India
- CNBM International Corporation - China
- Videocon Industries ltd - India
- Tamil Nadu electricity Board
- Latin American Coal - Colombia
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
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