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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, 07 December 16
IT'S BEEN YET ANOTHER TURBULENT COUPLE OF DAYS..... - GEORGE LAZARIDIS
It’s been yet another turbulent couple of days, with a significant number of news headlines shaking up markets.
On Friday we had & ...
Monday, 05 December 16
INDIAN HYDROPOWER PRODUCTION AT LOWEST LEVEL SINCE 2012, SAYS COMMODORE RESEARCH
According to Commodore Research, the first eleven months of this year have seen India’s overall electricity production total approximately 1. ...
Monday, 05 December 16
THE DECEMBER 2016 HBA HITS TO ITS HIGHEST LEVEL SINCE MAY 2012
COALspot.com: The Indonesia coal benchmark price hits to its highest level since May 2012. The government declared benchmark prices for Indo ...
Monday, 05 December 16
BALTIC PANAMAX INDEX UP 5.98%; BALTIC CAPE INDEX FELL 2.52% W/W
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rally slightly continues this past week and ending on a s ...
Sunday, 04 December 16
U.S. WEEKLY COAL OUTPUT DECLINED 11.9% W/E 26 NOV; UP 1.4% Y/Y, EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.2 million short ton ...
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- Port Waratah Coal Services - Australia
- Jindal Steel & Power Ltd - India
- Australian Coal Association
- Semirara Mining Corp, Philippines
- Central Electricity Authority - India
- Directorate Of Revenue Intelligence - India
- Neyveli Lignite Corporation Ltd, - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhatia International Limited - India
- London Commodity Brokers - England
- Banpu Public Company Limited - Thailand
- Gujarat Mineral Development Corp Ltd - India
- CNBM International Corporation - China
- Minerals Council of Australia
- Independent Power Producers Association of India
- Bayan Resources Tbk. - Indonesia
- PNOC Exploration Corporation - Philippines
- Vedanta Resources Plc - India
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Mines - Canada
- Maheswari Brothers Coal Limited - India
- Madhucon Powers Ltd - India
- Intertek Mineral Services - Indonesia
- IEA Clean Coal Centre - UK
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Simpson Spence & Young - Indonesia
- Africa Commodities Group - South Africa
- Formosa Plastics Group - Taiwan
- Larsen & Toubro Limited - India
- Sree Jayajothi Cements Limited - India
- Toyota Tsusho Corporation, Japan
- The State Trading Corporation of India Ltd
- Thai Mozambique Logistica
- Commonwealth Bank - Australia
- Bukit Baiduri Energy - Indonesia
- Planning Commission, India
- Ind-Barath Power Infra Limited - India
- Ministry of Finance - Indonesia
- Trasteel International SA, Italy
- Timah Investasi Mineral - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Iligan Light & Power Inc, Philippines
- Borneo Indobara - Indonesia
- Antam Resourcindo - Indonesia
- Indika Energy - Indonesia
- PTC India Limited - India
- Sindya Power Generating Company Private Ltd
- Binh Thuan Hamico - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Interocean Group of Companies - India
- Lanco Infratech Ltd - India
- Kepco SPC Power Corporation, Philippines
- Parliament of New Zealand
- Bhushan Steel Limited - India
- Orica Australia Pty. Ltd.
- Edison Trading Spa - Italy
- Karaikal Port Pvt Ltd - India
- Electricity Generating Authority of Thailand
- New Zealand Coal & Carbon
- White Energy Company Limited
- Holcim Trading Pte Ltd - Singapore
- Indonesian Coal Mining Association
- Rio Tinto Coal - Australia
- Rashtriya Ispat Nigam Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Makmur.PT - Indonesia
- Central Java Power - Indonesia
- Heidelberg Cement - Germany
- Makarim & Taira - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Globalindo Alam Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- GAC Shipping (India) Pvt Ltd
- Straits Asia Resources Limited - Singapore
- Salva Resources Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- ASAPP Information Group - India
- Latin American Coal - Colombia
- Directorate General of MIneral and Coal - Indonesia
- Mjunction Services Limited - India
- Xindia Steels Limited - India
- Malabar Cements Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Indian Energy Exchange, India
- Electricity Authority, New Zealand
- Ministry of Transport, Egypt
- Wilmar Investment Holdings
- Sinarmas Energy and Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Sakthi Sugars Limited - India
- Bangladesh Power Developement Board
- Wood Mackenzie - Singapore
- Medco Energi Mining Internasional
- Standard Chartered Bank - UAE
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Bhoruka Overseas - Indonesia
- Chettinad Cement Corporation Ltd - India
- Sarangani Energy Corporation, Philippines
- MS Steel International - UAE
- Kaltim Prima Coal - Indonesia
- Goldman Sachs - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Grasim Industreis Ltd - India
- Siam City Cement - Thailand
- Thiess Contractors Indonesia
- Miang Besar Coal Terminal - Indonesia
- Meralco Power Generation, Philippines
- VISA Power Limited - India
- Tamil Nadu electricity Board
- Coalindo Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- San Jose City I Power Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ICICI Bank Limited - India
- Star Paper Mills Limited - India
- Riau Bara Harum - Indonesia
- European Bulk Services B.V. - Netherlands
- Videocon Industries ltd - India
- Sojitz Corporation - Japan
- Semirara Mining and Power Corporation, Philippines
- Eastern Coal Council - USA
- Kartika Selabumi Mining - Indonesia
- Energy Development Corp, Philippines
- Dalmia Cement Bharat India
- PetroVietnam Power Coal Import and Supply Company
- Essar Steel Hazira Ltd - India
- Eastern Energy - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- PowerSource Philippines DevCo
- International Coal Ventures Pvt Ltd - India
- Romanian Commodities Exchange
- Global Coal Blending Company Limited - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Posco Energy - South Korea
- Metalloyd Limited - United Kingdom
- Gujarat Sidhee Cement - India
- Jaiprakash Power Ventures ltd
- Indian Oil Corporation Limited
- Samtan Co., Ltd - South Korea
- Cigading International Bulk Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Mintek Dendrill Indonesia
- OPG Power Generation Pvt Ltd - India
- Orica Mining Services - Indonesia
- TeaM Sual Corporation - Philippines
- The Treasury - Australian Government
- Petron Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Economic Council, Georgia
- Pendopo Energi Batubara - Indonesia
- Aboitiz Power Corporation - Philippines
- Siam City Cement PLC, Thailand
- Oldendorff Carriers - Singapore
- Global Business Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Mercator Lines Limited - India
- Georgia Ports Authority, United States
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- Savvy Resources Ltd - HongKong
- Ceylon Electricity Board - Sri Lanka
- Indogreen Group - Indonesia
- Kumho Petrochemical, South Korea
- Bahari Cakrawala Sebuku - Indonesia
- SMG Consultants - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Renaissance Capital - South Africa
- Singapore Mercantile Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Agrawal Coal Company - India
- Manunggal Multi Energi - Indonesia
- Deloitte Consulting - India
- Bulk Trading Sa - Switzerland
- Barasentosa Lestari - Indonesia
- Baramulti Group, Indonesia
- Cement Manufacturers Association - India
- Price Waterhouse Coopers - Russia
- Marubeni Corporation - India
- Coal and Oil Company - UAE
- Energy Link Ltd, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bharathi Cement Corporation - India
- India Bulls Power Limited - India
- The University of Queensland
- Kalimantan Lumbung Energi - Indonesia
- Chamber of Mines of South Africa
- Anglo American - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Aditya Birla Group - India
- Parry Sugars Refinery, India
- Sical Logistics Limited - India
- Uttam Galva Steels Limited - India
- IHS Mccloskey Coal Group - USA
- Vizag Seaport Private Limited - India
- GMR Energy Limited - India
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Commodity Traders Exchange
- Power Finance Corporation Ltd., India
- SN Aboitiz Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Merrill Lynch Commodities Europe
- GVK Power & Infra Limited - India
- South Luzon Thermal Energy Corporation
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- Attock Cement Pakistan Limited
- Tata Chemicals Ltd - India
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