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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, 14 November 16
DUNIA MAKMUR SUBSIDIARY BAGS MINING SERVICE CONTRACT WORTH $ 282.63 MILLION
PT Bukit Makmur Mandiri Utama (BUMA), has signed a life of mine contract with PT Tadjahan Antang Mineral (TAM) with a contract value of approximate ...
Monday, 14 November 16
THE CAPE INDEX ROSE 44.57 PER CENTS TO 2303 POINT WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose slightly and ending in a positive note this past wee ...
Friday, 11 November 16
INDONESIAN 4200 GAR COAL IS THE MOST ATTRACTIVE COAL IN TODAY'S MARKET - OPINION POLL
“ Which coal type of Indonesian origin do you find the most attractive in today's market?”
The on-line opinion poll conducted ...
Friday, 11 November 16
WEEKLY U.S. COAL OUTPUT FELL SLIGHTLY W/E NOVEMBER 5
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.9 million short ton ...
Thursday, 10 November 16
WILL TRUMP VICTORY PROVIDE A BOOST FOR HYDROCARBON & COAL INDUSTRIES? - DOUGLAS-WESTWOOD
Donald Trump’s surprise victory ends months of an adversarial presidential campaign with bitter disagreements between the two major candidate ...
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Showing 2216 to 2220 news of total 6871 |
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- Simpson Spence & Young - Indonesia
- Bayan Resources Tbk. - Indonesia
- European Bulk Services B.V. - Netherlands
- Alfred C Toepfer International GmbH - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- The Treasury - Australian Government
- Bukit Makmur.PT - Indonesia
- Romanian Commodities Exchange
- Cigading International Bulk Terminal - Indonesia
- Goldman Sachs - Singapore
- LBH Netherlands Bv - Netherlands
- PetroVietnam Power Coal Import and Supply Company
- Thiess Contractors Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Pendopo Energi Batubara - Indonesia
- Tata Chemicals Ltd - India
- Merrill Lynch Commodities Europe
- Star Paper Mills Limited - India
- Sree Jayajothi Cements Limited - India
- Sinarmas Energy and Mining - Indonesia
- Medco Energi Mining Internasional
- Global Green Power PLC Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Kapuas Tunggal Persada - Indonesia
- South Luzon Thermal Energy Corporation
- GN Power Mariveles Coal Plant, Philippines
- Port Waratah Coal Services - Australia
- Deloitte Consulting - India
- Siam City Cement PLC, Thailand
- Altura Mining Limited, Indonesia
- Vizag Seaport Private Limited - India
- Meenaskhi Energy Private Limited - India
- Aboitiz Power Corporation - Philippines
- Aditya Birla Group - India
- Indika Energy - Indonesia
- Independent Power Producers Association of India
- Iligan Light & Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Binh Thuan Hamico - Vietnam
- Makarim & Taira - Indonesia
- Economic Council, Georgia
- Larsen & Toubro Limited - India
- London Commodity Brokers - England
- Savvy Resources Ltd - HongKong
- Indo Tambangraya Megah - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maheswari Brothers Coal Limited - India
- SMC Global Power, Philippines
- Kepco SPC Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Bharathi Cement Corporation - India
- Manunggal Multi Energi - Indonesia
- Tamil Nadu electricity Board
- Krishnapatnam Port Company Ltd. - India
- Africa Commodities Group - South Africa
- Globalindo Alam Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Bhushan Steel Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- PowerSource Philippines DevCo
- Siam City Cement - Thailand
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Australian Commodity Traders Exchange
- Malabar Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asmin Koalindo Tuhup - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Intertek Mineral Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- Thai Mozambique Logistica
- Grasim Industreis Ltd - India
- Central Java Power - Indonesia
- Oldendorff Carriers - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Carbofer General Trading SA - India
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Wood Mackenzie - Singapore
- Wilmar Investment Holdings
- Samtan Co., Ltd - South Korea
- Billiton Holdings Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMG Consultants - Indonesia
- Eastern Coal Council - USA
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Straits Asia Resources Limited - Singapore
- VISA Power Limited - India
- ASAPP Information Group - India
- Trasteel International SA, Italy
- CIMB Investment Bank - Malaysia
- Indogreen Group - Indonesia
- Jaiprakash Power Ventures ltd
- PNOC Exploration Corporation - Philippines
- Anglo American - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Electricity Authority - India
- Minerals Council of Australia
- ICICI Bank Limited - India
- Price Waterhouse Coopers - Russia
- TeaM Sual Corporation - Philippines
- GVK Power & Infra Limited - India
- Kideco Jaya Agung - Indonesia
- Coalindo Energy - Indonesia
- Marubeni Corporation - India
- IHS Mccloskey Coal Group - USA
- Banpu Public Company Limited - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- GAC Shipping (India) Pvt Ltd
- The University of Queensland
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Finance - Indonesia
- Riau Bara Harum - Indonesia
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- White Energy Company Limited
- Vedanta Resources Plc - India
- Edison Trading Spa - Italy
- Mintek Dendrill Indonesia
- Power Finance Corporation Ltd., India
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- Eastern Energy - Thailand
- Orica Australia Pty. Ltd.
- Karaikal Port Pvt Ltd - India
- Ministry of Mines - Canada
- Energy Development Corp, Philippines
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- Australian Coal Association
- Videocon Industries ltd - India
- Toyota Tsusho Corporation, Japan
- Dalmia Cement Bharat India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- India Bulls Power Limited - India
- San Jose City I Power Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Indonesian Coal Mining Association
- Global Coal Blending Company Limited - Australia
- Posco Energy - South Korea
- Attock Cement Pakistan Limited
- Lanco Infratech Ltd - India
- Kobexindo Tractors - Indoneisa
- Standard Chartered Bank - UAE
- Neyveli Lignite Corporation Ltd, - India
- The State Trading Corporation of India Ltd
- Leighton Contractors Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Energy Link Ltd, New Zealand
- Kartika Selabumi Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Mercuria Energy - Indonesia
- Heidelberg Cement - Germany
- Cement Manufacturers Association - India
- Agrawal Coal Company - India
- PTC India Limited - India
- Singapore Mercantile Exchange
- AsiaOL BioFuels Corp., Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- MS Steel International - UAE
- Maharashtra Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- Bhatia International Limited - India
- Rashtriya Ispat Nigam Limited - India
- Global Business Power Corporation, Philippines
- Chamber of Mines of South Africa
- Commonwealth Bank - Australia
- Bukit Baiduri Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Electricity Authority, New Zealand
- Planning Commission, India
- McConnell Dowell - Australia
- Mercator Lines Limited - India
- Indian Energy Exchange, India
- Therma Luzon, Inc, Philippines
- Indian Oil Corporation Limited
- Meralco Power Generation, Philippines
- Coal and Oil Company - UAE
- Directorate General of MIneral and Coal - Indonesia
- Interocean Group of Companies - India
- CNBM International Corporation - China
- Parry Sugars Refinery, India
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- Rio Tinto Coal - Australia
- Ambuja Cements Ltd - India
- Borneo Indobara - Indonesia
- Barasentosa Lestari - Indonesia
- Petron Corporation, Philippines
- IEA Clean Coal Centre - UK
- Sarangani Energy Corporation, Philippines
- Mjunction Services Limited - India
- Jindal Steel & Power Ltd - India
- New Zealand Coal & Carbon
- Latin American Coal - Colombia
- Semirara Mining Corp, Philippines
- Bulk Trading Sa - Switzerland
- Parliament of New Zealand
- Essar Steel Hazira Ltd - India
- GMR Energy Limited - India
- Uttam Galva Steels Limited - India
- Xindia Steels Limited - India
- Sakthi Sugars Limited - India
- Ind-Barath Power Infra Limited - India
- Baramulti Group, Indonesia
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