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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, 28 November 16
BALTIC DRY INDEX FALLS TO 1181 POINT, DOWN 76 POINTS W/W
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities down slightly and ending in a negative note this past wee ...
Thursday, 24 November 16
SUPRAMAX: SOUTH AFRICA STILL STRONG WITH OWNERS ACHIEVING AROUND USD 14-15K FOR TRIPS EAST - FEARNLEYS
Supramax
A positive kick-off in both the Atlantic and the Pacific. Very healthy rates within USG, some supras receiving well over 20k for trips t ...
Wednesday, 23 November 16
MARKET INSIGHT - CHRISTOPHER THOMAS WHITTY
The Organization of the Petroleum Exporting Countries (OPEC) is due to finalize a reduction in total production at its next scheduled meeting in Vi ...
Tuesday, 22 November 16
ITALY'S STEAM COAL IMPORTS EXPECTED TO DECLINE 7% Y/Y TO 15 MILLION TONS IN 2017 - ITALIAN COAL ASSOCIATION
Italy’s steam coal imports expected to decline to 15 million tons in 2017, or 7% less imports compared to 2016. The coking coal imports are e ...
Tuesday, 22 November 16
THE COMMODITIES MARKETS HAD SHOWED GREATER PROMISE SINCE THE SUMMER PERIOD - GEORGE LAZARIDIS
We have all borne witness to the sluggish pace of trade growth witnessed during the course of the past 4 years as well as the even slower pace note ...
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- Malabar Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Singapore Mercantile Exchange
- ICICI Bank Limited - India
- Vizag Seaport Private Limited - India
- Essar Steel Hazira Ltd - India
- IHS Mccloskey Coal Group - USA
- Price Waterhouse Coopers - Russia
- Bukit Baiduri Energy - Indonesia
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- Agrawal Coal Company - India
- Indo Tambangraya Megah - Indonesia
- Global Green Power PLC Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Rio Tinto Coal - Australia
- LBH Netherlands Bv - Netherlands
- Orica Australia Pty. Ltd.
- Standard Chartered Bank - UAE
- Altura Mining Limited, Indonesia
- Pendopo Energi Batubara - Indonesia
- GAC Shipping (India) Pvt Ltd
- Commonwealth Bank - Australia
- Semirara Mining and Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Edison Trading Spa - Italy
- Africa Commodities Group - South Africa
- Global Coal Blending Company Limited - Australia
- White Energy Company Limited
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- Bayan Resources Tbk. - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Orica Mining Services - Indonesia
- Dalmia Cement Bharat India
- Gujarat Sidhee Cement - India
- Australian Commodity Traders Exchange
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement PLC, Thailand
- The Treasury - Australian Government
- Chamber of Mines of South Africa
- Marubeni Corporation - India
- Mintek Dendrill Indonesia
- Ministry of Finance - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Barasentosa Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- Kaltim Prima Coal - Indonesia
- Xindia Steels Limited - India
- GMR Energy Limited - India
- Heidelberg Cement - Germany
- Siam City Cement - Thailand
- Timah Investasi Mineral - Indoneisa
- Ministry of Mines - Canada
- Georgia Ports Authority, United States
- Sakthi Sugars Limited - India
- Star Paper Mills Limited - India
- Krishnapatnam Port Company Ltd. - India
- Vedanta Resources Plc - India
- Independent Power Producers Association of India
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Borneo Indobara - Indonesia
- Banpu Public Company Limited - Thailand
- Indian Oil Corporation Limited
- Kobexindo Tractors - Indoneisa
- Riau Bara Harum - Indonesia
- ASAPP Information Group - India
- Goldman Sachs - Singapore
- Videocon Industries ltd - India
- Central Electricity Authority - India
- Thiess Contractors Indonesia
- McConnell Dowell - Australia
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- Jindal Steel & Power Ltd - India
- PTC India Limited - India
- London Commodity Brokers - England
- Globalindo Alam Lestari - Indonesia
- Meralco Power Generation, Philippines
- Formosa Plastics Group - Taiwan
- Maheswari Brothers Coal Limited - India
- Antam Resourcindo - Indonesia
- Coalindo Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- MS Steel International - UAE
- India Bulls Power Limited - India
- Latin American Coal - Colombia
- Sindya Power Generating Company Private Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Coal Association
- Madhucon Powers Ltd - India
- Indonesian Coal Mining Association
- Larsen & Toubro Limited - India
- Aboitiz Power Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Posco Energy - South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Renaissance Capital - South Africa
- Oldendorff Carriers - Singapore
- Mercuria Energy - Indonesia
- Aditya Birla Group - India
- Indian Energy Exchange, India
- Sical Logistics Limited - India
- Global Business Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Central Java Power - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- GVK Power & Infra Limited - India
- Therma Luzon, Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Mercator Lines Limited - India
- Cement Manufacturers Association - India
- Iligan Light & Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Minerals Council of Australia
- Grasim Industreis Ltd - India
- Manunggal Multi Energi - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Romanian Commodities Exchange
- SN Aboitiz Power Inc, Philippines
- Energy Link Ltd, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Deloitte Consulting - India
- Petrochimia International Co. Ltd.- Taiwan
- Makarim & Taira - Indonesia
- Bangladesh Power Developement Board
- Kohat Cement Company Ltd. - Pakistan
- Uttam Galva Steels Limited - India
- Eastern Coal Council - USA
- Attock Cement Pakistan Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coal and Oil Company - UAE
- Parry Sugars Refinery, India
- SMG Consultants - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Trasteel International SA, Italy
- Asmin Koalindo Tuhup - Indonesia
- Baramulti Group, Indonesia
- Economic Council, Georgia
- Anglo American - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Lanco Infratech Ltd - India
- Medco Energi Mining Internasional
- PNOC Exploration Corporation - Philippines
- Samtan Co., Ltd - South Korea
- TeaM Sual Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Electricity Authority, New Zealand
- South Luzon Thermal Energy Corporation
- Kideco Jaya Agung - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Bharathi Cement Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- VISA Power Limited - India
- CNBM International Corporation - China
- Directorate Of Revenue Intelligence - India
- PetroVietnam Power Coal Import and Supply Company
- Savvy Resources Ltd - HongKong
- The University of Queensland
- Petron Corporation, Philippines
- Merrill Lynch Commodities Europe
- Eastern Energy - Thailand
- Bulk Trading Sa - Switzerland
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- PowerSource Philippines DevCo
- Simpson Spence & Young - Indonesia
- Bhatia International Limited - India
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- Metalloyd Limited - United Kingdom
- Wilmar Investment Holdings
- SMC Global Power, Philippines
- Ministry of Transport, Egypt
- Bhoruka Overseas - Indonesia
- CIMB Investment Bank - Malaysia
- Bhushan Steel Limited - India
- Planning Commission, India
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
- Tata Chemicals Ltd - India
- Kumho Petrochemical, South Korea
- Ambuja Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Wood Mackenzie - Singapore
- Jaiprakash Power Ventures ltd
- Thai Mozambique Logistica
- Power Finance Corporation Ltd., India
- Bukit Makmur.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- Mjunction Services Limited - India
- Electricity Generating Authority of Thailand
- Sree Jayajothi Cements Limited - India
- Kartika Selabumi Mining - Indonesia
- Interocean Group of Companies - India
- Kepco SPC Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indika Energy - Indonesia
- Straits Asia Resources Limited - Singapore
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