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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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Wednesday, 12 October 16
INDIAN STEELMAKERS' DELEVERAGING AT RISK ON COKING COAL PRICE JUMP - FITCH
The sharp increase in coking coal prices since August 2016 could squeeze Indian steelmakers' profitability and threaten their deleveraging, Fit ...
Wednesday, 12 October 16
UK SEABORNE COAL IMPORT PLUNGES 64% AS A WORRYING TREND LURKS - BIMCO
The main exporters of thermal coal for coal- fired power plants to the United Kingdom (UK) have experienced a heavy decline in seaborne cargo volum ...
Monday, 10 October 16
INDONESIAN COAL PRICE REFERENCE HITS HIGHEST LEVELS SINCE SEPTEMBER 2014
COALspot.com: The Indonesia coal benchmark price hits to its highest level since September 2014. The government declared benchmark prices for Indon ...
Monday, 10 October 16
THE FREIGHT MARKET FIRMS UP ON STRONG CAPE PERFORMANCE
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose again and ending in a positive note this past week. ...
Friday, 07 October 16
INDONESIA'S DEMAND FOR COAL REMAINS STRONG: BP
Indonesia's domestic demand for coal shows no sign of slowing down as the country is banking on its coal abundance to meet the country' ...
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- Ind-Barath Power Infra Limited - India
- Lanco Infratech Ltd - India
- TeaM Sual Corporation - Philippines
- Toyota Tsusho Corporation, Japan
- Gujarat Sidhee Cement - India
- Simpson Spence & Young - Indonesia
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- CNBM International Corporation - China
- Bhoruka Overseas - Indonesia
- GMR Energy Limited - India
- Billiton Holdings Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vizag Seaport Private Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Kalimantan Lumbung Energi - Indonesia
- McConnell Dowell - Australia
- Kobexindo Tractors - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Edison Trading Spa - Italy
- Jorong Barutama Greston.PT - Indonesia
- SMC Global Power, Philippines
- Thiess Contractors Indonesia
- CIMB Investment Bank - Malaysia
- Port Waratah Coal Services - Australia
- Iligan Light & Power Inc, Philippines
- Wilmar Investment Holdings
- Australian Coal Association
- Indogreen Group - Indonesia
- Bharathi Cement Corporation - India
- AsiaOL BioFuels Corp., Philippines
- Global Coal Blending Company Limited - Australia
- SMG Consultants - Indonesia
- Samtan Co., Ltd - South Korea
- Semirara Mining Corp, Philippines
- Independent Power Producers Association of India
- Directorate Of Revenue Intelligence - India
- Aboitiz Power Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Pendopo Energi Batubara - Indonesia
- Madhucon Powers Ltd - India
- Therma Luzon, Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Baiduri Energy - Indonesia
- Attock Cement Pakistan Limited
- Africa Commodities Group - South Africa
- Interocean Group of Companies - India
- Rashtriya Ispat Nigam Limited - India
- Riau Bara Harum - Indonesia
- Parry Sugars Refinery, India
- Vijayanagar Sugar Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Directorate General of MIneral and Coal - Indonesia
- Coalindo Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Mjunction Services Limited - India
- Thai Mozambique Logistica
- Posco Energy - South Korea
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Bangladesh Power Developement Board
- Salva Resources Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Banpu Public Company Limited - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- White Energy Company Limited
- ASAPP Information Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Ceylon Electricity Board - Sri Lanka
- Star Paper Mills Limited - India
- Larsen & Toubro Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Central Java Power - Indonesia
- Electricity Authority, New Zealand
- Planning Commission, India
- Metalloyd Limited - United Kingdom
- Energy Link Ltd, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Energy - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- Makarim & Taira - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Essar Steel Hazira Ltd - India
- Manunggal Multi Energi - Indonesia
- Siam City Cement - Thailand
- Siam City Cement PLC, Thailand
- South Luzon Thermal Energy Corporation
- Cement Manufacturers Association - India
- Kapuas Tunggal Persada - Indonesia
- Intertek Mineral Services - Indonesia
- Grasim Industreis Ltd - India
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Bhatia International Limited - India
- Wood Mackenzie - Singapore
- IEA Clean Coal Centre - UK
- Holcim Trading Pte Ltd - Singapore
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- Agrawal Coal Company - India
- Sakthi Sugars Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Medco Energi Mining Internasional
- International Coal Ventures Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Parliament of New Zealand
- Cigading International Bulk Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Aditya Birla Group - India
- Indonesian Coal Mining Association
- PTC India Limited - India
- PNOC Exploration Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The University of Queensland
- Coal and Oil Company - UAE
- Borneo Indobara - Indonesia
- Latin American Coal - Colombia
- Sindya Power Generating Company Private Ltd
- Globalindo Alam Lestari - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- The Treasury - Australian Government
- Romanian Commodities Exchange
- London Commodity Brokers - England
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Sojitz Corporation - Japan
- Tamil Nadu electricity Board
- SN Aboitiz Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Ministry of Finance - Indonesia
- Indian Oil Corporation Limited
- Carbofer General Trading SA - India
- European Bulk Services B.V. - Netherlands
- Mercator Lines Limited - India
- Tata Chemicals Ltd - India
- IHS Mccloskey Coal Group - USA
- Goldman Sachs - Singapore
- Georgia Ports Authority, United States
- Chamber of Mines of South Africa
- Kaltim Prima Coal - Indonesia
- Global Business Power Corporation, Philippines
- Baramulti Group, Indonesia
- New Zealand Coal & Carbon
- Merrill Lynch Commodities Europe
- Bhushan Steel Limited - India
- Renaissance Capital - South Africa
- Kumho Petrochemical, South Korea
- Malabar Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- OPG Power Generation Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Price Waterhouse Coopers - Russia
- Miang Besar Coal Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Power Finance Corporation Ltd., India
- Binh Thuan Hamico - Vietnam
- Indian Energy Exchange, India
- Anglo American - United Kingdom
- Trasteel International SA, Italy
- GAC Shipping (India) Pvt Ltd
- Sarangani Energy Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- The State Trading Corporation of India Ltd
- Xindia Steels Limited - India
- Australian Commodity Traders Exchange
- Jindal Steel & Power Ltd - India
- Bulk Trading Sa - Switzerland
- Ministry of Mines - Canada
- Ambuja Cements Ltd - India
- Orica Australia Pty. Ltd.
- Standard Chartered Bank - UAE
- Bukit Makmur.PT - Indonesia
- Ministry of Transport, Egypt
- Barasentosa Lestari - Indonesia
- Meralco Power Generation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Formosa Plastics Group - Taiwan
- India Bulls Power Limited - India
- Vedanta Resources Plc - India
- Mintek Dendrill Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Global Green Power PLC Corporation, Philippines
- PowerSource Philippines DevCo
- Rio Tinto Coal - Australia
- Indika Energy - Indonesia
- Videocon Industries ltd - India
- ICICI Bank Limited - India
- Antam Resourcindo - Indonesia
- Sree Jayajothi Cements Limited - India
- Heidelberg Cement - Germany
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Electricity Generating Authority of Thailand
- Dalmia Cement Bharat India
- Petrochimia International Co. Ltd.- Taiwan
- Karaikal Port Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Petron Corporation, Philippines
- Eastern Coal Council - USA
- Jaiprakash Power Ventures ltd
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
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