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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, 02 March 17
ULTRAMAX: INDONESIA TO INDIA COAL ROUNDS IS BEING FIXED AT AROUND MID 11K BSS SINGAPORE DELIVERY - FEARNLEYS
Supramax
Holiday mode within Atlantic i.e. very few movements but rates remained still positive, mostly in the USG region where tight tonnage sup ...
Wednesday, 01 March 17
2017 IS LOOKING LIKE IT WILL BE A GOOD YEAR FOR A NUMBER OF COMMODITIES - LINOS KOGEVINAS
2017 is looking like it will be a good year for a number of commodities. Following the price recovery witnessed in 2016 across a number of commodit ...
Tuesday, 28 February 17
PORT OF NEWCASTLE SHIPPED 17.39% LESS COAL IN JANUARY; TRADE VALUE UP 11.87% M/M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1,625.6 M ...
Monday, 27 February 17
THE FREIGHT MARKET WAS FIRMED UP THIS PAST WEEK; BCI ROSE 57.64% W/W
COALspot.com: The Freight market was firmed up this past week.
The Baltic Exchange, tracking rates for ships carrying dry bulk commod ...
Friday, 24 February 17
RUSSIAN OIL AND GAS WITHSTANDS OIL PRICE SHOCK - FITCH RATINGS
Fitch Ratings says in a new report that the Russian oil and gas sector has withstood the oil price stock of 1H16. Key events of 2016 include record ...
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- Alfred C Toepfer International GmbH - Germany
- Gujarat Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Ministry of Finance - Indonesia
- Sojitz Corporation - Japan
- Therma Luzon, Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- GMR Energy Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Orica Mining Services - Indonesia
- Bhatia International Limited - India
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- Bukit Makmur.PT - Indonesia
- Salva Resources Pvt Ltd - India
- Aditya Birla Group - India
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- Dalmia Cement Bharat India
- Kepco SPC Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- ICICI Bank Limited - India
- Merrill Lynch Commodities Europe
- GN Power Mariveles Coal Plant, Philippines
- Karaikal Port Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Commonwealth Bank - Australia
- Ind-Barath Power Infra Limited - India
- Cement Manufacturers Association - India
- Sree Jayajothi Cements Limited - India
- Bulk Trading Sa - Switzerland
- LBH Netherlands Bv - Netherlands
- Singapore Mercantile Exchange
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- Banpu Public Company Limited - Thailand
- Orica Australia Pty. Ltd.
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- The University of Queensland
- Trasteel International SA, Italy
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Parliament of New Zealand
- Aboitiz Power Corporation - Philippines
- IEA Clean Coal Centre - UK
- Africa Commodities Group - South Africa
- Power Finance Corporation Ltd., India
- Bayan Resources Tbk. - Indonesia
- Rio Tinto Coal - Australia
- Edison Trading Spa - Italy
- Samtan Co., Ltd - South Korea
- PTC India Limited - India
- Georgia Ports Authority, United States
- Leighton Contractors Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Link Ltd, New Zealand
- Semirara Mining Corp, Philippines
- MS Steel International - UAE
- Billiton Holdings Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- CNBM International Corporation - China
- Deloitte Consulting - India
- Videocon Industries ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Electricity Authority, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Holcim Trading Pte Ltd - Singapore
- San Jose City I Power Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Rashtriya Ispat Nigam Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Sinarmas Energy and Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- South Luzon Thermal Energy Corporation
- Petron Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Thai Mozambique Logistica
- Global Business Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Goldman Sachs - Singapore
- Kumho Petrochemical, South Korea
- Kapuas Tunggal Persada - Indonesia
- ASAPP Information Group - India
- Siam City Cement - Thailand
- Posco Energy - South Korea
- Antam Resourcindo - Indonesia
- Global Green Power PLC Corporation, Philippines
- Heidelberg Cement - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Larsen & Toubro Limited - India
- Siam City Cement PLC, Thailand
- GAC Shipping (India) Pvt Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Planning Commission, India
- Star Paper Mills Limited - India
- SMC Global Power, Philippines
- Romanian Commodities Exchange
- Mercuria Energy - Indonesia
- New Zealand Coal & Carbon
- Krishnapatnam Port Company Ltd. - India
- Medco Energi Mining Internasional
- Altura Mining Limited, Indonesia
- Wood Mackenzie - Singapore
- Makarim & Taira - Indonesia
- Formosa Plastics Group - Taiwan
- Indonesian Coal Mining Association
- Parry Sugars Refinery, India
- PowerSource Philippines DevCo
- Independent Power Producers Association of India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- Vizag Seaport Private Limited - India
- Marubeni Corporation - India
- IHS Mccloskey Coal Group - USA
- Essar Steel Hazira Ltd - India
- Indika Energy - Indonesia
- Thiess Contractors Indonesia
- Australian Coal Association
- McConnell Dowell - Australia
- Sakthi Sugars Limited - India
- Borneo Indobara - Indonesia
- Indian Oil Corporation Limited
- Simpson Spence & Young - Indonesia
- GVK Power & Infra Limited - India
- Agrawal Coal Company - India
- Tata Chemicals Ltd - India
- Baramulti Group, Indonesia
- Mintek Dendrill Indonesia
- Kaltim Prima Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Ambuja Cements Ltd - India
- TeaM Sual Corporation - Philippines
- White Energy Company Limited
- Wilmar Investment Holdings
- Central Electricity Authority - India
- Standard Chartered Bank - UAE
- Toyota Tsusho Corporation, Japan
- AsiaOL BioFuels Corp., Philippines
- Iligan Light & Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Meralco Power Generation, Philippines
- Port Waratah Coal Services - Australia
- Riau Bara Harum - Indonesia
- Lanco Infratech Ltd - India
- Bharathi Cement Corporation - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indo Tambangraya Megah - Indonesia
- Minerals Council of Australia
- The State Trading Corporation of India Ltd
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- Coal and Oil Company - UAE
- Sarangani Energy Corporation, Philippines
- Indian Energy Exchange, India
- SMG Consultants - Indonesia
- Bhushan Steel Limited - India
- Economic Council, Georgia
- London Commodity Brokers - England
- Sical Logistics Limited - India
- Attock Cement Pakistan Limited
- Globalindo Alam Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Latin American Coal - Colombia
- Renaissance Capital - South Africa
- Mercator Lines Limited - India
- Energy Development Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Global Coal Blending Company Limited - Australia
- Eastern Coal Council - USA
- Ceylon Electricity Board - Sri Lanka
- Interocean Group of Companies - India
- The Treasury - Australian Government
- PetroVietnam Power Coal Import and Supply Company
- Chettinad Cement Corporation Ltd - India
- Maheswari Brothers Coal Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Vedanta Resources Plc - India
- International Coal Ventures Pvt Ltd - India
- Chamber of Mines of South Africa
- India Bulls Power Limited - India
- Manunggal Multi Energi - Indonesia
- VISA Power Limited - India
- Meenaskhi Energy Private Limited - India
- Savvy Resources Ltd - HongKong
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Grasim Industreis Ltd - India
- Carbofer General Trading SA - India
- Mjunction Services Limited - India
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- Jindal Steel & Power Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Mines - Canada
- Miang Besar Coal Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Central Java Power - Indonesia
- Uttam Galva Steels Limited - India
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