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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, 07 November 16
HANDYSIZE: THE ASIAN INDICES RECORDED A GRADUAL DROP EVERY DAY - THE BALTIC BRIEFING
Capesize
A rumour-fuelled market this week but essentially rates a touch firmer and owners cautiously optimistic. The flotilla of vessels heading ...
Monday, 07 November 16
THE SUPRAMAX CHARTER RATES FOR INDONESIA TO INDIA WERE RATING AT AROUND $7500-8000 A DAY
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, 04 November 16
U.S COAL PRODUCTION UP WEEK OVER WEEK
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 17 million short tons ...
Friday, 04 November 16
INDONESIAN INFRASTRUCTURE DEVELOPMENT TRENDS ARE UNANIMOUSLY AFFIRMED
Press Release: October 20-21, 2016 Indonesia Infrastructure Summit (IIC) opened at the Hyatt Hotel in Jakarta The theme of the meeting was "Pr ...
Thursday, 03 November 16
THE INDEX BASED COAL SALES & PURCHASE STRATEGY MAKES MORE EFFICIENT, SAYS 55.17% END-USERS
Considering the current coal market condition, the Index based coal sales & purchase strategy make more efficient was deemed the winner by 57.0 ...
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Showing 2226 to 2230 news of total 6871 |
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- Renaissance Capital - South Africa
- Sarangani Energy Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Larsen & Toubro Limited - India
- Medco Energi Mining Internasional
- Parry Sugars Refinery, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Baramulti Group, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Deloitte Consulting - India
- Banpu Public Company Limited - Thailand
- Central Java Power - Indonesia
- Vizag Seaport Private Limited - India
- Makarim & Taira - Indonesia
- Globalindo Alam Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Wood Mackenzie - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Bukit Makmur.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- The University of Queensland
- Simpson Spence & Young - Indonesia
- Riau Bara Harum - Indonesia
- Mjunction Services Limited - India
- India Bulls Power Limited - India
- Agrawal Coal Company - India
- Mintek Dendrill Indonesia
- Intertek Mineral Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Coal and Oil Company - UAE
- Essar Steel Hazira Ltd - India
- Sree Jayajothi Cements Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- Metalloyd Limited - United Kingdom
- Pipit Mutiara Jaya. PT, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- Central Electricity Authority - India
- Borneo Indobara - Indonesia
- Therma Luzon, Inc, Philippines
- Bulk Trading Sa - Switzerland
- Bukit Asam (Persero) Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- Petron Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Indian Energy Exchange, India
- Interocean Group of Companies - India
- Thai Mozambique Logistica
- MS Steel International - UAE
- The Treasury - Australian Government
- Meralco Power Generation, Philippines
- The State Trading Corporation of India Ltd
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- Maheswari Brothers Coal Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Formosa Plastics Group - Taiwan
- OPG Power Generation Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Posco Energy - South Korea
- Anglo American - United Kingdom
- Bhatia International Limited - India
- Port Waratah Coal Services - Australia
- White Energy Company Limited
- Price Waterhouse Coopers - Russia
- Ceylon Electricity Board - Sri Lanka
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- SMG Consultants - Indonesia
- IEA Clean Coal Centre - UK
- SN Aboitiz Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Cement Manufacturers Association - India
- Jorong Barutama Greston.PT - Indonesia
- GVK Power & Infra Limited - India
- Goldman Sachs - Singapore
- Latin American Coal - Colombia
- VISA Power Limited - India
- Thiess Contractors Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Coal Council - USA
- Kartika Selabumi Mining - Indonesia
- Malabar Cements Ltd - India
- Attock Cement Pakistan Limited
- Directorate General of MIneral and Coal - Indonesia
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Australian Coal Association
- South Luzon Thermal Energy Corporation
- Coastal Gujarat Power Limited - India
- Rio Tinto Coal - Australia
- Holcim Trading Pte Ltd - Singapore
- Karaikal Port Pvt Ltd - India
- Energy Link Ltd, New Zealand
- CIMB Investment Bank - Malaysia
- AsiaOL BioFuels Corp., Philippines
- Mercuria Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Jaiprakash Power Ventures ltd
- Cigading International Bulk Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Manunggal Multi Energi - Indonesia
- Mercator Lines Limited - India
- European Bulk Services B.V. - Netherlands
- Africa Commodities Group - South Africa
- GMR Energy Limited - India
- Altura Mining Limited, Indonesia
- Indian Oil Corporation Limited
- Xindia Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Alfred C Toepfer International GmbH - Germany
- Sinarmas Energy and Mining - Indonesia
- Kumho Petrochemical, South Korea
- Straits Asia Resources Limited - Singapore
- ICICI Bank Limited - India
- Sindya Power Generating Company Private Ltd
- Rashtriya Ispat Nigam Limited - India
- Edison Trading Spa - Italy
- Tamil Nadu electricity Board
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Electricity Generating Authority of Thailand
- Sojitz Corporation - Japan
- Global Coal Blending Company Limited - Australia
- Antam Resourcindo - Indonesia
- Bhoruka Overseas - Indonesia
- Bharathi Cement Corporation - India
- Miang Besar Coal Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bangladesh Power Developement Board
- Videocon Industries ltd - India
- Energy Development Corp, Philippines
- Indogreen Group - Indonesia
- Sical Logistics Limited - India
- International Coal Ventures Pvt Ltd - India
- Coalindo Energy - Indonesia
- Wilmar Investment Holdings
- CNBM International Corporation - China
- SMC Global Power, Philippines
- Carbofer General Trading SA - India
- Neyveli Lignite Corporation Ltd, - India
- Iligan Light & Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- PTC India Limited - India
- Jindal Steel & Power Ltd - India
- PowerSource Philippines DevCo
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- PNOC Exploration Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Mines - Canada
- Semirara Mining Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- McConnell Dowell - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Orica Mining Services - Indonesia
- Chamber of Mines of South Africa
- Siam City Cement - Thailand
- Merrill Lynch Commodities Europe
- Planning Commission, India
- Romanian Commodities Exchange
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- Grasim Industreis Ltd - India
- Barasentosa Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Siam City Cement PLC, Thailand
- San Jose City I Power Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Kobexindo Tractors - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Minerals Council of Australia
- Indika Energy - Indonesia
- Independent Power Producers Association of India
- Orica Australia Pty. Ltd.
- Aboitiz Power Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining and Power Corporation, Philippines
- Star Paper Mills Limited - India
- Trasteel International SA, Italy
- Oldendorff Carriers - Singapore
- Australian Commodity Traders Exchange
- Gujarat Mineral Development Corp Ltd - India
- New Zealand Coal & Carbon
- GAC Shipping (India) Pvt Ltd
- Global Business Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Georgia Ports Authority, United States
- Sakthi Sugars Limited - India
- Directorate Of Revenue Intelligence - India
- Commonwealth Bank - Australia
- Electricity Authority, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Standard Chartered Bank - UAE
- Ind-Barath Power Infra Limited - India
- Lanco Infratech Ltd - India
- Bayan Resources Tbk. - Indonesia
- Parliament of New Zealand
- Singapore Mercantile Exchange
- Heidelberg Cement - Germany
- Vedanta Resources Plc - India
- Ambuja Cements Ltd - India
- Ministry of Transport, Egypt
- Madhucon Powers Ltd - India
- Marubeni Corporation - India
- Chettinad Cement Corporation Ltd - India
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