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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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Tuesday, 04 April 17
THE IRON ORE HAS BEEN ABLE TO KEEP ITS GROWTH PATH FAIRLY WELL; THERE IS STILL ONE PART OF THE WORLD THAT IS STILL HEAVILY COMMITTED TO COAL
With the close of March having let us with a very positive after taste and having witnessed near the end of the month the Baltic Dry Index at its h ...
Monday, 03 April 17
WORLD COAL TRADE STABLE IN 2016: DEMAND SHIFTS TO SOUTH-EAST ASIA - ASSOCARBONI
ASSOCARBONI: Coal confirmed as the leading fuel for electricity generation, accounting for 40% of overall production in 2016.
World coal trade ...
Monday, 03 April 17
DRY BULK RATES CONTINUING TO FIRMING UP
COALspot.com: The Freight market was continuing to firming up. Baltic Panamax Index rose 12.81 percent week over week.
The Baltic Exchang ...
Friday, 31 March 17
U.S. COAL PRODUCTION INCREASE SLIGHTLY WEEK OVER WEEK
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14.5 million short tons ...
Thursday, 30 March 17
WHERE AN AGREEMENT FAILS TO DELIVER - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
Watson Farley & Williams acted for MRI Trading AG in a leading case on ‘agreements to agree’ that was fin ...
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Showing 2081 to 2085 news of total 6871 |
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- Maharashtra Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Iligan Light & Power Inc, Philippines
- Mintek Dendrill Indonesia
- Deloitte Consulting - India
- Timah Investasi Mineral - Indoneisa
- San Jose City I Power Corp, Philippines
- Orica Mining Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- Indian Energy Exchange, India
- Salva Resources Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Cement Manufacturers Association - India
- Leighton Contractors Pty Ltd - Australia
- PTC India Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- London Commodity Brokers - England
- Vijayanagar Sugar Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Makarim & Taira - Indonesia
- Indian Oil Corporation Limited
- PowerSource Philippines DevCo
- Meenaskhi Energy Private Limited - India
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- The Treasury - Australian Government
- Tata Chemicals Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Romanian Commodities Exchange
- Bhoruka Overseas - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- SMG Consultants - Indonesia
- OPG Power Generation Pvt Ltd - India
- Videocon Industries ltd - India
- Heidelberg Cement - Germany
- IHS Mccloskey Coal Group - USA
- Vedanta Resources Plc - India
- Global Business Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bharathi Cement Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- Wood Mackenzie - Singapore
- Miang Besar Coal Terminal - Indonesia
- Sarangani Energy Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Vizag Seaport Private Limited - India
- Kaltim Prima Coal - Indonesia
- Riau Bara Harum - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Meralco Power Generation, Philippines
- Star Paper Mills Limited - India
- CIMB Investment Bank - Malaysia
- Karaikal Port Pvt Ltd - India
- White Energy Company Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chamber of Mines of South Africa
- Ministry of Mines - Canada
- Holcim Trading Pte Ltd - Singapore
- Agrawal Coal Company - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Energy - Thailand
- Indika Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- SN Aboitiz Power Inc, Philippines
- Metalloyd Limited - United Kingdom
- Rio Tinto Coal - Australia
- Bangladesh Power Developement Board
- Savvy Resources Ltd - HongKong
- Borneo Indobara - Indonesia
- Kobexindo Tractors - Indoneisa
- Sical Logistics Limited - India
- VISA Power Limited - India
- Manunggal Multi Energi - Indonesia
- Australian Coal Association
- Africa Commodities Group - South Africa
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- Mjunction Services Limited - India
- Planning Commission, India
- Kumho Petrochemical, South Korea
- Globalindo Alam Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kapuas Tunggal Persada - Indonesia
- Bayan Resources Tbk. - Indonesia
- Sakthi Sugars Limited - India
- Minerals Council of Australia
- LBH Netherlands Bv - Netherlands
- Attock Cement Pakistan Limited
- Petron Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- Parry Sugars Refinery, India
- Bukit Baiduri Energy - Indonesia
- Siam City Cement - Thailand
- Kideco Jaya Agung - Indonesia
- Simpson Spence & Young - Indonesia
- Goldman Sachs - Singapore
- Sree Jayajothi Cements Limited - India
- Straits Asia Resources Limited - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining Corp, Philippines
- Essar Steel Hazira Ltd - India
- Australian Commodity Traders Exchange
- Georgia Ports Authority, United States
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Port Waratah Coal Services - Australia
- Rashtriya Ispat Nigam Limited - India
- Ind-Barath Power Infra Limited - India
- Gujarat Sidhee Cement - India
- Sojitz Corporation - Japan
- Price Waterhouse Coopers - Russia
- Maheswari Brothers Coal Limited - India
- Aditya Birla Group - India
- Sindya Power Generating Company Private Ltd
- The State Trading Corporation of India Ltd
- Thai Mozambique Logistica
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- South Luzon Thermal Energy Corporation
- Global Green Power PLC Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Madhucon Powers Ltd - India
- Ministry of Transport, Egypt
- Singapore Mercantile Exchange
- Coalindo Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Coal and Oil Company - UAE
- ASAPP Information Group - India
- Kepco SPC Power Corporation, Philippines
- Medco Energi Mining Internasional
- Energy Link Ltd, New Zealand
- Wilmar Investment Holdings
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- Orica Australia Pty. Ltd.
- Merrill Lynch Commodities Europe
- Alfred C Toepfer International GmbH - Germany
- Petrochimia International Co. Ltd.- Taiwan
- Pendopo Energi Batubara - Indonesia
- Binh Thuan Hamico - Vietnam
- Central Electricity Authority - India
- Larsen & Toubro Limited - India
- Mercuria Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- PetroVietnam Power Coal Import and Supply Company
- Trasteel International SA, Italy
- Neyveli Lignite Corporation Ltd, - India
- AsiaOL BioFuels Corp., Philippines
- Altura Mining Limited, Indonesia
- Thiess Contractors Indonesia
- Billiton Holdings Pty Ltd - Australia
- New Zealand Coal & Carbon
- Anglo American - United Kingdom
- Bulk Trading Sa - Switzerland
- Central Java Power - Indonesia
- Indogreen Group - Indonesia
- MS Steel International - UAE
- Parliament of New Zealand
- Formosa Plastics Group - Taiwan
- Tamil Nadu electricity Board
- Krishnapatnam Port Company Ltd. - India
- Aboitiz Power Corporation - Philippines
- McConnell Dowell - Australia
- Power Finance Corporation Ltd., India
- Siam City Cement PLC, Thailand
- The University of Queensland
- Jindal Steel & Power Ltd - India
- Energy Development Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Xindia Steels Limited - India
- Posco Energy - South Korea
- Bhushan Steel Limited - India
- India Bulls Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Edison Trading Spa - Italy
- Cigading International Bulk Terminal - Indonesia
- Baramulti Group, Indonesia
- Independent Power Producers Association of India
- Kohat Cement Company Ltd. - Pakistan
- Dalmia Cement Bharat India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Authority, New Zealand
- Malabar Cements Ltd - India
- Coastal Gujarat Power Limited - India
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Grasim Industreis Ltd - India
- GMR Energy Limited - India
- Interocean Group of Companies - India
- Banpu Public Company Limited - Thailand
- Kalimantan Lumbung Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Renaissance Capital - South Africa
- Bhatia International Limited - India
- Standard Chartered Bank - UAE
- PNOC Exploration Corporation - Philippines
- Economic Council, Georgia
- Marubeni Corporation - India
- Latin American Coal - Colombia
- ICICI Bank Limited - India
- Kartika Selabumi Mining - Indonesia
- Lanco Infratech Ltd - India
- CNBM International Corporation - China
- Ministry of Finance - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
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