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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, 20 December 16
TURNAROUND IN CHINESE ECONOMY HAS INTENSIFIED RECENTLY, SAYS COMMODORE RESEARCH
According to the most recent Weekly China Report published by Commodore Research, it has remained encouraging that the turnaround in China’s ...
Monday, 19 December 16
U.S. WEEKLY COAL PRODUCTION DOWN 3.1% PERCENT WEEK ON WEEK
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.8 million short ton ...
Monday, 19 December 16
THE FREIGHT MARKET WAS CONTINUING TO SOFTEN
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities continually decline this past week and ending on a negati ...
Thursday, 15 December 16
SUPRAMAXES ARE ACHIEVING AROUND HIGH USD 7K FOR INDO/CHINA COAL ROUNDS - FEARNLEY
Supramax
Pacific has been relatively quiet this week, with some softening signs.
Supramaxes are achieving around high USD 7k for Indo/China ...
Wednesday, 14 December 16
INTERNATIONAL TRIBUNAL DISMISSED CHURCHILL MINING'S DAMAGES CLAIM AGAINST REPUBLIC OF INDONESIA
The Directors of Churchill Mining plc advise that, the ICSID Tribunal (“Tribunal”) granted Indonesia’s application to dismiss the ...
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- Bhatia International Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Trasteel International SA, Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Meralco Power Generation, Philippines
- Indika Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- SN Aboitiz Power Inc, Philippines
- The Treasury - Australian Government
- Intertek Mineral Services - Indonesia
- Singapore Mercantile Exchange
- SMC Global Power, Philippines
- Marubeni Corporation - India
- Meenaskhi Energy Private Limited - India
- Mercator Lines Limited - India
- Energy Development Corp, Philippines
- Heidelberg Cement - Germany
- Tata Chemicals Ltd - India
- Global Coal Blending Company Limited - Australia
- Makarim & Taira - Indonesia
- Ambuja Cements Ltd - India
- Merrill Lynch Commodities Europe
- Aditya Birla Group - India
- Georgia Ports Authority, United States
- Eastern Energy - Thailand
- International Coal Ventures Pvt Ltd - India
- Posco Energy - South Korea
- CNBM International Corporation - China
- Sical Logistics Limited - India
- Indonesian Coal Mining Association
- Malabar Cements Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Bharathi Cement Corporation - India
- Indo Tambangraya Megah - Indonesia
- Petron Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Banpu Public Company Limited - Thailand
- GAC Shipping (India) Pvt Ltd
- Deloitte Consulting - India
- Semirara Mining Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Sidhee Cement - India
- Medco Energi Mining Internasional
- TeaM Sual Corporation - Philippines
- Dalmia Cement Bharat India
- Anglo American - United Kingdom
- India Bulls Power Limited - India
- London Commodity Brokers - England
- Simpson Spence & Young - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Coalindo Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Energy Link Ltd, New Zealand
- Parliament of New Zealand
- Latin American Coal - Colombia
- Lanco Infratech Ltd - India
- Renaissance Capital - South Africa
- Parry Sugars Refinery, India
- Barasentosa Lestari - Indonesia
- Planning Commission, India
- Pipit Mutiara Jaya. PT, Indonesia
- Minerals Council of Australia
- Thiess Contractors Indonesia
- Riau Bara Harum - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Salva Resources Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Karaikal Port Pvt Ltd - India
- The University of Queensland
- Bukit Makmur.PT - Indonesia
- Ministry of Mines - Canada
- Goldman Sachs - Singapore
- Alfred C Toepfer International GmbH - Germany
- Economic Council, Georgia
- Global Green Power PLC Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Chamber of Mines of South Africa
- Kohat Cement Company Ltd. - Pakistan
- Thai Mozambique Logistica
- Formosa Plastics Group - Taiwan
- Coal and Oil Company - UAE
- Jindal Steel & Power Ltd - India
- Ministry of Finance - Indonesia
- Toyota Tsusho Corporation, Japan
- Coastal Gujarat Power Limited - India
- New Zealand Coal & Carbon
- Samtan Co., Ltd - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vedanta Resources Plc - India
- Gujarat Electricity Regulatory Commission - India
- Bangladesh Power Developement Board
- Videocon Industries ltd - India
- Standard Chartered Bank - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Mining Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Central Java Power - Indonesia
- Manunggal Multi Energi - Indonesia
- McConnell Dowell - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Jaiprakash Power Ventures ltd
- Xindia Steels Limited - India
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- Vizag Seaport Private Limited - India
- Indian Energy Exchange, India
- Globalindo Alam Lestari - Indonesia
- Cement Manufacturers Association - India
- Wood Mackenzie - Singapore
- Indian Oil Corporation Limited
- Bhoruka Overseas - Indonesia
- Cigading International Bulk Terminal - Indonesia
- MS Steel International - UAE
- Jorong Barutama Greston.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- White Energy Company Limited
- Agrawal Coal Company - India
- Neyveli Lignite Corporation Ltd, - India
- Africa Commodities Group - South Africa
- Grasim Industreis Ltd - India
- IEA Clean Coal Centre - UK
- The State Trading Corporation of India Ltd
- Miang Besar Coal Terminal - Indonesia
- Metalloyd Limited - United Kingdom
- Uttam Galva Steels Limited - India
- Kalimantan Lumbung Energi - Indonesia
- GMR Energy Limited - India
- Sree Jayajothi Cements Limited - India
- Iligan Light & Power Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Mintek Dendrill Indonesia
- Central Electricity Authority - India
- Eastern Coal Council - USA
- Leighton Contractors Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Port Waratah Coal Services - Australia
- Power Finance Corporation Ltd., India
- Edison Trading Spa - Italy
- Interocean Group of Companies - India
- LBH Netherlands Bv - Netherlands
- Savvy Resources Ltd - HongKong
- Romanian Commodities Exchange
- Electricity Generating Authority of Thailand
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- PowerSource Philippines DevCo
- Ministry of Transport, Egypt
- Australian Coal Association
- Bulk Trading Sa - Switzerland
- Price Waterhouse Coopers - Russia
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bhushan Steel Limited - India
- Rio Tinto Coal - Australia
- Krishnapatnam Port Company Ltd. - India
- Orica Australia Pty. Ltd.
- Gujarat Mineral Development Corp Ltd - India
- Kaltim Prima Coal - Indonesia
- Mjunction Services Limited - India
- PTC India Limited - India
- GVK Power & Infra Limited - India
- Maheswari Brothers Coal Limited - India
- Siam City Cement - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Star Paper Mills Limited - India
- Ind-Barath Power Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Siam City Cement PLC, Thailand
- Antam Resourcindo - Indonesia
- Sojitz Corporation - Japan
- Tamil Nadu electricity Board
- Attock Cement Pakistan Limited
- Ceylon Electricity Board - Sri Lanka
- PNOC Exploration Corporation - Philippines
- Maharashtra Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Authority, New Zealand
- ICICI Bank Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Kepco SPC Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Baramulti Group, Indonesia
- Essar Steel Hazira Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Madhucon Powers Ltd - India
- Timah Investasi Mineral - Indoneisa
- Therma Luzon, Inc, Philippines
- Larsen & Toubro Limited - India
- Binh Thuan Hamico - Vietnam
- Bukit Baiduri Energy - Indonesia
- Wilmar Investment Holdings
- GN Power Mariveles Coal Plant, Philippines
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
- Indogreen Group - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate Of Revenue Intelligence - India
- Kumho Petrochemical, South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Borneo Indobara - Indonesia
- Carbofer General Trading SA - India
- Australian Commodity Traders Exchange
- Commonwealth Bank - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Independent Power Producers Association of India
- Sinarmas Energy and Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- ASAPP Information Group - India
- VISA Power Limited - India
- Sakthi Sugars Limited - India
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