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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, 10 November 16
PANAMAX: NO TRUMP INFLUENCE YET, AND THE MARKET IS HEADING NORTH - FEARNLEYS
Supramax
Pacific Supra market still soft and falling this week, although seems to be in a somewhat slower pace compared to last week. According t ...
Wednesday, 09 November 16
SINGAPORE'S SGX COMPLETES ACQUISITION OF LONDON'S BALTIC EXCHANGE
COALspot.com: Singapore Exchange Limited and The Baltic Exchange Limited together announced that the acquisition of the Baltic Exchange by SGX has ...
Wednesday, 09 November 16
SUPRAMAX: 50% INCREASE ON AVERAGE SINCE THE FIRST QUARTER OF THE YEAR - GIANNIS ANDRITSOPOULOS
Last week was an interesting one for the tanker market, which following the explosion of the gas pipeline in Alabama witnessed a spike in Atlantic ...
Tuesday, 08 November 16
S.KOREA'S KOMIPO ISSUES TENDER TO BUY 390K TONS OF BITUMINOUS COAL FOR JAN-FEB 2017
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 390,000 Metric Tons of Bituminous Coal for its B ...
Monday, 07 November 16
INDONESIAN COAL PRICE REFERENCE ROSE 59.57 PER CENT YEAR TO MONTH
COALspot.com: The Indonesia coal benchmark price hits to its highest level since May 2013. The government declared benchmark prices for Indo ...
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- Goldman Sachs - Singapore
- PetroVietnam Power Coal Import and Supply Company
- McConnell Dowell - Australia
- Directorate General of MIneral and Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Salva Resources Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bharathi Cement Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- Orica Australia Pty. Ltd.
- London Commodity Brokers - England
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- The University of Queensland
- Parliament of New Zealand
- GVK Power & Infra Limited - India
- SMG Consultants - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Intertek Mineral Services - Indonesia
- South Luzon Thermal Energy Corporation
- Karbindo Abesyapradhi - Indoneisa
- Metalloyd Limited - United Kingdom
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- IEA Clean Coal Centre - UK
- Global Green Power PLC Corporation, Philippines
- Mercator Lines Limited - India
- Bhoruka Overseas - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Parry Sugars Refinery, India
- Energy Link Ltd, New Zealand
- PTC India Limited - India
- Therma Luzon, Inc, Philippines
- MS Steel International - UAE
- Iligan Light & Power Inc, Philippines
- Independent Power Producers Association of India
- PNOC Exploration Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Binh Thuan Hamico - Vietnam
- Chettinad Cement Corporation Ltd - India
- IHS Mccloskey Coal Group - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mjunction Services Limited - India
- Jaiprakash Power Ventures ltd
- Ministry of Transport, Egypt
- Energy Development Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- SMC Global Power, Philippines
- Oldendorff Carriers - Singapore
- Chamber of Mines of South Africa
- Kepco SPC Power Corporation, Philippines
- Attock Cement Pakistan Limited
- Bayan Resources Tbk. - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Riau Bara Harum - Indonesia
- TeaM Sual Corporation - Philippines
- New Zealand Coal & Carbon
- Orica Mining Services - Indonesia
- Baramulti Group, Indonesia
- PowerSource Philippines DevCo
- Leighton Contractors Pty Ltd - Australia
- Maheswari Brothers Coal Limited - India
- Merrill Lynch Commodities Europe
- Mintek Dendrill Indonesia
- Miang Besar Coal Terminal - Indonesia
- Australian Coal Association
- Xindia Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- Lanco Infratech Ltd - India
- Power Finance Corporation Ltd., India
- Rio Tinto Coal - Australia
- Kideco Jaya Agung - Indonesia
- Trasteel International SA, Italy
- Thai Mozambique Logistica
- Holcim Trading Pte Ltd - Singapore
- Billiton Holdings Pty Ltd - Australia
- Bangladesh Power Developement Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Electricity Generating Authority of Thailand
- Toyota Tsusho Corporation, Japan
- Ministry of Finance - Indonesia
- CNBM International Corporation - China
- Global Coal Blending Company Limited - Australia
- Uttam Galva Steels Limited - India
- Antam Resourcindo - Indonesia
- Siam City Cement PLC, Thailand
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Indonesian Coal Mining Association
- Ambuja Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- European Bulk Services B.V. - Netherlands
- Kaltim Prima Coal - Indonesia
- Planning Commission, India
- Aditya Birla Group - India
- Tata Chemicals Ltd - India
- Central Java Power - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Kumho Petrochemical, South Korea
- Cigading International Bulk Terminal - Indonesia
- ASAPP Information Group - India
- India Bulls Power Limited - India
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- Marubeni Corporation - India
- Economic Council, Georgia
- Straits Asia Resources Limited - Singapore
- Petron Corporation, Philippines
- Georgia Ports Authority, United States
- Gujarat Sidhee Cement - India
- Sindya Power Generating Company Private Ltd
- Electricity Authority, New Zealand
- Deloitte Consulting - India
- AsiaOL BioFuels Corp., Philippines
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- Posco Energy - South Korea
- Commonwealth Bank - Australia
- Star Paper Mills Limited - India
- International Coal Ventures Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- Price Waterhouse Coopers - Russia
- Kohat Cement Company Ltd. - Pakistan
- Dalmia Cement Bharat India
- Manunggal Multi Energi - Indonesia
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- Videocon Industries ltd - India
- Port Waratah Coal Services - Australia
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Romanian Commodities Exchange
- Borneo Indobara - Indonesia
- Meralco Power Generation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sical Logistics Limited - India
- Medco Energi Mining Internasional
- Banpu Public Company Limited - Thailand
- Tamil Nadu electricity Board
- Renaissance Capital - South Africa
- Savvy Resources Ltd - HongKong
- Singapore Mercantile Exchange
- Interocean Group of Companies - India
- Thiess Contractors Indonesia
- Anglo American - United Kingdom
- Makarim & Taira - Indonesia
- Indogreen Group - Indonesia
- Samtan Co., Ltd - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Central Electricity Authority - India
- Indika Energy - Indonesia
- Coastal Gujarat Power Limited - India
- San Jose City I Power Corp, Philippines
- Agrawal Coal Company - India
- Indian Energy Exchange, India
- Pendopo Energi Batubara - Indonesia
- Vizag Seaport Private Limited - India
- CIMB Investment Bank - Malaysia
- Vedanta Resources Plc - India
- Mercuria Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Formosa Plastics Group - Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Minerals Council of Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- Aboitiz Power Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Globalindo Alam Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Australian Commodity Traders Exchange
- GMR Energy Limited - India
- Siam City Cement - Thailand
- Kobexindo Tractors - Indoneisa
- Bhushan Steel Limited - India
- Bukit Baiduri Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Indian Oil Corporation Limited
- Heidelberg Cement - Germany
- Gujarat Electricity Regulatory Commission - India
- Coal and Oil Company - UAE
- Semirara Mining Corp, Philippines
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- The Treasury - Australian Government
- SN Aboitiz Power Inc, Philippines
- Wood Mackenzie - Singapore
- The State Trading Corporation of India Ltd
- Jindal Steel & Power Ltd - India
- Altura Mining Limited, Indonesia
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Alfred C Toepfer International GmbH - Germany
- Coalindo Energy - Indonesia
- VISA Power Limited - India
- Wilmar Investment Holdings
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- OPG Power Generation Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Larsen & Toubro Limited - India
- Eastern Coal Council - USA
- Semirara Mining and Power Corporation, Philippines
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