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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, 17 November 16
FROTHY THERMAL COAL PRICES POINT TO DOWNSIDE PRESSURES IN 2017 - FITCH
Fitch Ratings says in an Outlook Report that the Asian thermal coal industry will remain under pressure in 2017 due to more-than-adequate capacity ...
Thursday, 17 November 16
CHINA STEEL EXPORTS TO REMAIN HIGH IN 2017, FITCH SAYS
Fitch Ratings expects Chinese steel exports to remain at around 100 million metric tons (Mt) in 2017, due to flat 'apparent' consumption an ...
Wednesday, 16 November 16
SHIPPING MARKET INSIGHT
Going through a relatively interesting second half of the year so far in the ship repair sector, we are experiencing a volatile climate of differen ...
Tuesday, 15 November 16
CHINA, FOR MANY YEARS NOW HAS SERVED AS A MAJOR GROWTH ENGINE FOR ASIA - ALLIED SHIPPING RESEARCH
It’s been a turbulent couple of days after the announcement of the U.S. Presidential results in the early hours of Wednesday.
After week ...
Monday, 14 November 16
KOMIPO'S SEOCHEON POWER PLANT TO IMPORT 240,000 MT OF SEMI / ANTHRACITE COAL FOR Q1'17
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 240K mt of Semi-Anthracite and Anthracite Coal f ...
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Lanco Infratech Ltd - India
- Semirara Mining Corp, Philippines
- Larsen & Toubro Limited - India
- Energy Development Corp, Philippines
- Deloitte Consulting - India
- Electricity Generating Authority of Thailand
- Indika Energy - Indonesia
- Xindia Steels Limited - India
- Marubeni Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Eastern Energy - Thailand
- Sindya Power Generating Company Private Ltd
- LBH Netherlands Bv - Netherlands
- Banpu Public Company Limited - Thailand
- Africa Commodities Group - South Africa
- Romanian Commodities Exchange
- Mjunction Services Limited - India
- Binh Thuan Hamico - Vietnam
- Standard Chartered Bank - UAE
- SMG Consultants - Indonesia
- Karaikal Port Pvt Ltd - India
- Bangladesh Power Developement Board
- GVK Power & Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Uttam Galva Steels Limited - India
- Singapore Mercantile Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Samtan Co., Ltd - South Korea
- PNOC Exploration Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Gujarat Sidhee Cement - India
- Eastern Coal Council - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kideco Jaya Agung - Indonesia
- Timah Investasi Mineral - Indoneisa
- Tamil Nadu electricity Board
- IHS Mccloskey Coal Group - USA
- Coalindo Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Petron Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Bhatia International Limited - India
- Indo Tambangraya Megah - Indonesia
- Jindal Steel & Power Ltd - India
- Aditya Birla Group - India
- Kapuas Tunggal Persada - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Tata Chemicals Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Formosa Plastics Group - Taiwan
- Chamber of Mines of South Africa
- ICICI Bank Limited - India
- Economic Council, Georgia
- Baramulti Group, Indonesia
- Australian Coal Association
- Georgia Ports Authority, United States
- Krishnapatnam Port Company Ltd. - India
- Price Waterhouse Coopers - Russia
- PetroVietnam Power Coal Import and Supply Company
- European Bulk Services B.V. - Netherlands
- Pendopo Energi Batubara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Renaissance Capital - South Africa
- The State Trading Corporation of India Ltd
- PTC India Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Salva Resources Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Thai Mozambique Logistica
- Mercator Lines Limited - India
- Intertek Mineral Services - Indonesia
- Ministry of Transport, Egypt
- Anglo American - United Kingdom
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Bulk Trading Sa - Switzerland
- Jorong Barutama Greston.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Central Java Power - Indonesia
- Sree Jayajothi Cements Limited - India
- Vizag Seaport Private Limited - India
- SMC Global Power, Philippines
- Indian Oil Corporation Limited
- Sical Logistics Limited - India
- The University of Queensland
- Ambuja Cements Ltd - India
- Indogreen Group - Indonesia
- Cigading International Bulk Terminal - Indonesia
- CNBM International Corporation - China
- GN Power Mariveles Coal Plant, Philippines
- Bhoruka Overseas - Indonesia
- Planning Commission, India
- Electricity Authority, New Zealand
- Bukit Baiduri Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Chettinad Cement Corporation Ltd - India
- Kumho Petrochemical, South Korea
- OPG Power Generation Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Kobexindo Tractors - Indoneisa
- Toyota Tsusho Corporation, Japan
- Vedanta Resources Plc - India
- SN Aboitiz Power Inc, Philippines
- Bhushan Steel Limited - India
- ASAPP Information Group - India
- Independent Power Producers Association of India
- Billiton Holdings Pty Ltd - Australia
- Sojitz Corporation - Japan
- New Zealand Coal & Carbon
- Directorate General of MIneral and Coal - Indonesia
- Carbofer General Trading SA - India
- Ministry of Mines - Canada
- Riau Bara Harum - Indonesia
- Straits Asia Resources Limited - Singapore
- India Bulls Power Limited - India
- Attock Cement Pakistan Limited
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Directorate Of Revenue Intelligence - India
- Kepco SPC Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- Trasteel International SA, Italy
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- GMR Energy Limited - India
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- San Jose City I Power Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Rio Tinto Coal - Australia
- Global Coal Blending Company Limited - Australia
- Simpson Spence & Young - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Energy Link Ltd, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Malabar Cements Ltd - India
- Global Business Power Corporation, Philippines
- Posco Energy - South Korea
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- PowerSource Philippines DevCo
- Agrawal Coal Company - India
- Jaiprakash Power Ventures ltd
- Australian Commodity Traders Exchange
- Coal and Oil Company - UAE
- Madhucon Powers Ltd - India
- Siam City Cement - Thailand
- Latin American Coal - Colombia
- Iligan Light & Power Inc, Philippines
- The Treasury - Australian Government
- Ceylon Electricity Board - Sri Lanka
- Heidelberg Cement - Germany
- Borneo Indobara - Indonesia
- Kartika Selabumi Mining - Indonesia
- Central Electricity Authority - India
- Wood Mackenzie - Singapore
- Miang Besar Coal Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TeaM Sual Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- London Commodity Brokers - England
- GAC Shipping (India) Pvt Ltd
- Goldman Sachs - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Altura Mining Limited, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Makmur.PT - Indonesia
- Bharathi Cement Corporation - India
- Meenaskhi Energy Private Limited - India
- Minerals Council of Australia
- Kohat Cement Company Ltd. - Pakistan
- Indian Energy Exchange, India
- International Coal Ventures Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Essar Steel Hazira Ltd - India
- Parliament of New Zealand
- Medco Energi Mining Internasional
- Commonwealth Bank - Australia
- Maharashtra Electricity Regulatory Commission - India
- Sarangani Energy Corporation, Philippines
- Videocon Industries ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- White Energy Company Limited
- Indonesian Coal Mining Association
- Edison Trading Spa - Italy
- Oldendorff Carriers - Singapore
- Orica Mining Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Wilmar Investment Holdings
- Power Finance Corporation Ltd., India
- Antam Resourcindo - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Dalmia Cement Bharat India
- Asmin Koalindo Tuhup - Indonesia
- Merrill Lynch Commodities Europe
- Ministry of Finance - Indonesia
- Star Paper Mills Limited - India
- Mintek Dendrill Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Parry Sugars Refinery, India
- Mercuria Energy - Indonesia
- Interocean Group of Companies - India
- Ind-Barath Power Infra Limited - India
- VISA Power Limited - India
- Thiess Contractors Indonesia
- Grasim Industreis Ltd - India
- Cement Manufacturers Association - India
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