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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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Tuesday, 18 October 16
PANAMAX: A FAIRLY POSITIVE END TO THE WEEK - ALLIED
Capesize
Things seemed to be moving sideways during the first half of the week, with resistance being felt as owners tried to resist any further ...
Monday, 17 October 16
THE FREIGHT MARKET WAS SOFTENED IN ALL SEGMENTS THIS PAST WEEK - VISTAAR
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities decline slightly and ending in a negative note this past ...
Friday, 14 October 16
SUPRAMAXES: DELIVERY SINGAPORE ARE SETTLING AROUND HIGH 6K'S FOR COAL TRIPS TO CHINA VIA INDO - FEARNLEY
Supramax
Wait and see attitude prevailing all over the market.
There have been several fresh cargoes, which have been efficiently covered by ...
Friday, 14 October 16
U.S. SHIPPED 3.3 MMST COAL IN JULY 2016; DECLINE 40% M/M
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.6 million short ton ...
Wednesday, 12 October 16
MARKET INSIGHT - LINOS KOGEVINAS
Another Monday has gone by, bringing with it further turbulence for oil. A series of meetings between high-production nations Russia & Saudi Ar ...
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- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Interocean Group of Companies - India
- Holcim Trading Pte Ltd - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- PTC India Limited - India
- Ind-Barath Power Infra Limited - India
- Cement Manufacturers Association - India
- Karbindo Abesyapradhi - Indoneisa
- Australian Commodity Traders Exchange
- Bulk Trading Sa - Switzerland
- Heidelberg Cement - Germany
- Petrochimia International Co. Ltd.- Taiwan
- Larsen & Toubro Limited - India
- Toyota Tsusho Corporation, Japan
- Energy Link Ltd, New Zealand
- Sarangani Energy Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Mercator Lines Limited - India
- South Luzon Thermal Energy Corporation
- Tamil Nadu electricity Board
- Georgia Ports Authority, United States
- Indogreen Group - Indonesia
- Orica Mining Services - Indonesia
- Agrawal Coal Company - India
- Gujarat Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- Kumho Petrochemical, South Korea
- Intertek Mineral Services - Indonesia
- Coastal Gujarat Power Limited - India
- Aboitiz Power Corporation - Philippines
- Electricity Generating Authority of Thailand
- Standard Chartered Bank - UAE
- Vijayanagar Sugar Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Independent Power Producers Association of India
- Australian Coal Association
- Romanian Commodities Exchange
- AsiaOL BioFuels Corp., Philippines
- Carbofer General Trading SA - India
- VISA Power Limited - India
- Africa Commodities Group - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Metalloyd Limited - United Kingdom
- Singapore Mercantile Exchange
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Anglo American - United Kingdom
- Minerals Council of Australia
- Therma Luzon, Inc, Philippines
- Riau Bara Harum - Indonesia
- Makarim & Taira - Indonesia
- International Coal Ventures Pvt Ltd - India
- Star Paper Mills Limited - India
- ASAPP Information Group - India
- Salva Resources Pvt Ltd - India
- Indian Oil Corporation Limited
- Essar Steel Hazira Ltd - India
- SMC Global Power, Philippines
- Banpu Public Company Limited - Thailand
- Port Waratah Coal Services - Australia
- Iligan Light & Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Formosa Plastics Group - Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- San Jose City I Power Corp, Philippines
- Deloitte Consulting - India
- Meenaskhi Energy Private Limited - India
- Samtan Co., Ltd - South Korea
- Mjunction Services Limited - India
- Ministry of Finance - Indonesia
- Indonesian Coal Mining Association
- Aditya Birla Group - India
- Simpson Spence & Young - Indonesia
- PNOC Exploration Corporation - Philippines
- Baramulti Group, Indonesia
- The State Trading Corporation of India Ltd
- Semirara Mining Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Global Green Power PLC Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Bhushan Steel Limited - India
- Vedanta Resources Plc - India
- Kobexindo Tractors - Indoneisa
- SMG Consultants - Indonesia
- Bharathi Cement Corporation - India
- Central Electricity Authority - India
- Price Waterhouse Coopers - Russia
- Malabar Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Medco Energi Mining Internasional
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- CNBM International Corporation - China
- Bukit Baiduri Energy - Indonesia
- Indika Energy - Indonesia
- Mintek Dendrill Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Dalmia Cement Bharat India
- Mercuria Energy - Indonesia
- Eastern Coal Council - USA
- CIMB Investment Bank - Malaysia
- India Bulls Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Binh Thuan Hamico - Vietnam
- OPG Power Generation Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vizag Seaport Private Limited - India
- Lanco Infratech Ltd - India
- Edison Trading Spa - Italy
- Miang Besar Coal Terminal - Indonesia
- Altura Mining Limited, Indonesia
- GVK Power & Infra Limited - India
- Bhoruka Overseas - Indonesia
- IEA Clean Coal Centre - UK
- Bangladesh Power Developement Board
- Ministry of Mines - Canada
- SN Aboitiz Power Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Renaissance Capital - South Africa
- Posco Energy - South Korea
- Kaltim Prima Coal - Indonesia
- McConnell Dowell - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rio Tinto Coal - Australia
- Krishnapatnam Port Company Ltd. - India
- Sindya Power Generating Company Private Ltd
- Sakthi Sugars Limited - India
- Attock Cement Pakistan Limited
- Wilmar Investment Holdings
- Orica Australia Pty. Ltd.
- Parliament of New Zealand
- Ministry of Transport, Egypt
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement PLC, Thailand
- Madhucon Powers Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Oldendorff Carriers - Singapore
- Energy Development Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- European Bulk Services B.V. - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Planning Commission, India
- Kepco SPC Power Corporation, Philippines
- Central Java Power - Indonesia
- Uttam Galva Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Goldman Sachs - Singapore
- Gujarat Sidhee Cement - India
- Billiton Holdings Pty Ltd - Australia
- Petron Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Straits Asia Resources Limited - Singapore
- Kideco Jaya Agung - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Meralco Power Generation, Philippines
- Bhatia International Limited - India
- Karaikal Port Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GAC Shipping (India) Pvt Ltd
- The University of Queensland
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Merrill Lynch Commodities Europe
- Chamber of Mines of South Africa
- Directorate Of Revenue Intelligence - India
- Marubeni Corporation - India
- Bukit Makmur.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Pendopo Energi Batubara - Indonesia
- New Zealand Coal & Carbon
- Xindia Steels Limited - India
- Sree Jayajothi Cements Limited - India
- Jindal Steel & Power Ltd - India
- ICICI Bank Limited - India
- Economic Council, Georgia
- Grasim Industreis Ltd - India
- Commonwealth Bank - Australia
- White Energy Company Limited
- Sojitz Corporation - Japan
- Chettinad Cement Corporation Ltd - India
- Videocon Industries ltd - India
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Thiess Contractors Indonesia
- Tata Chemicals Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement - Thailand
- Indian Energy Exchange, India
- TeaM Sual Corporation - Philippines
- London Commodity Brokers - England
- Jaiprakash Power Ventures ltd
- The Treasury - Australian Government
- Parry Sugars Refinery, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Maheswari Brothers Coal Limited - India
- MS Steel International - UAE
- IHS Mccloskey Coal Group - USA
- PowerSource Philippines DevCo
- Eastern Energy - Thailand
- Coal and Oil Company - UAE
- Latin American Coal - Colombia
- Bukit Asam (Persero) Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- GMR Energy Limited - India
- Power Finance Corporation Ltd., India
- Coalindo Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
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