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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, 19 September 16
AFTER YEARS OF COMA, COAL BECOMES THE MOST ATTRACTIVE COMMODITY RIGHT NOW
COALspot.com: China boosted coal imports in recent months. The Chinese government’s drive to cut over capacity pushed up the demand for therm ...
Monday, 19 September 16
THE CAPE INDEX WAS UP 7.28% WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities declined and ending in a slightly negative note this past ...
Friday, 16 September 16
GLOBAL SHIPBUILDING: THE CHALLENGE TO REMAIN 'ACTIVE' - CHRISTOPHER PEARCE, CLARKSONS
The number of ‘active’ shipyards globally has more than halved since the start of 2009, falling to around 400 shipyards at the start of ...
Friday, 16 September 16
U.S. WEEKLY COAL OUTPUT DECLINED 6.2% TO 15.1 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.1 million short ton ...
Thursday, 15 September 16
INDONESIA MAY FACE A COAL CRISIS BY 2035!
COALspot.com: Indonesia is the world’s fourth-largest coal producer and the world’s largest thermal coal exporter may face a coal crisi ...
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- Gujarat Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- Standard Chartered Bank - UAE
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- London Commodity Brokers - England
- IHS Mccloskey Coal Group - USA
- Cement Manufacturers Association - India
- Kartika Selabumi Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kapuas Tunggal Persada - Indonesia
- Bhushan Steel Limited - India
- Xindia Steels Limited - India
- San Jose City I Power Corp, Philippines
- Semirara Mining Corp, Philippines
- Mjunction Services Limited - India
- PowerSource Philippines DevCo
- Parliament of New Zealand
- Sarangani Energy Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Ministry of Transport, Egypt
- Manunggal Multi Energi - Indonesia
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- Central Electricity Authority - India
- Jindal Steel & Power Ltd - India
- Thiess Contractors Indonesia
- Toyota Tsusho Corporation, Japan
- TeaM Sual Corporation - Philippines
- Wood Mackenzie - Singapore
- CNBM International Corporation - China
- Commonwealth Bank - Australia
- Maheswari Brothers Coal Limited - India
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- Formosa Plastics Group - Taiwan
- Sree Jayajothi Cements Limited - India
- Chamber of Mines of South Africa
- Global Coal Blending Company Limited - Australia
- Semirara Mining and Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Bharathi Cement Corporation - India
- Global Green Power PLC Corporation, Philippines
- Wilmar Investment Holdings
- Singapore Mercantile Exchange
- Tata Chemicals Ltd - India
- Timah Investasi Mineral - Indoneisa
- Barasentosa Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- Orica Mining Services - Indonesia
- Attock Cement Pakistan Limited
- Metalloyd Limited - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Siam City Cement - Thailand
- Medco Energi Mining Internasional
- Indo Tambangraya Megah - Indonesia
- Global Business Power Corporation, Philippines
- Eastern Energy - Thailand
- Bulk Trading Sa - Switzerland
- International Coal Ventures Pvt Ltd - India
- Energy Development Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- Interocean Group of Companies - India
- Electricity Authority, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Bukit Makmur.PT - Indonesia
- Vizag Seaport Private Limited - India
- Meralco Power Generation, Philippines
- GAC Shipping (India) Pvt Ltd
- Kaltim Prima Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Port Waratah Coal Services - Australia
- Economic Council, Georgia
- Altura Mining Limited, Indonesia
- Uttam Galva Steels Limited - India
- Ambuja Cements Ltd - India
- Borneo Indobara - Indonesia
- ASAPP Information Group - India
- Mercuria Energy - Indonesia
- Goldman Sachs - Singapore
- Ceylon Electricity Board - Sri Lanka
- Edison Trading Spa - Italy
- Dalmia Cement Bharat India
- Karaikal Port Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Krishnapatnam Port Company Ltd. - India
- VISA Power Limited - India
- Sakthi Sugars Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- AsiaOL BioFuels Corp., Philippines
- PetroVietnam Power Coal Import and Supply Company
- Indika Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Energy Link Ltd, New Zealand
- Coastal Gujarat Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- GN Power Mariveles Coal Plant, Philippines
- Merrill Lynch Commodities Europe
- Carbofer General Trading SA - India
- The University of Queensland
- Samtan Co., Ltd - South Korea
- Cigading International Bulk Terminal - Indonesia
- New Zealand Coal & Carbon
- Rio Tinto Coal - Australia
- PTC India Limited - India
- SMG Consultants - Indonesia
- Bhoruka Overseas - Indonesia
- Heidelberg Cement - Germany
- The State Trading Corporation of India Ltd
- Ind-Barath Power Infra Limited - India
- Parry Sugars Refinery, India
- Vedanta Resources Plc - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Deloitte Consulting - India
- Australian Coal Association
- Kumho Petrochemical, South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Malabar Cements Ltd - India
- MS Steel International - UAE
- Kalimantan Lumbung Energi - Indonesia
- Straits Asia Resources Limited - Singapore
- ICICI Bank Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Grasim Industreis Ltd - India
- India Bulls Power Limited - India
- Riau Bara Harum - Indonesia
- Videocon Industries ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- OPG Power Generation Pvt Ltd - India
- Makarim & Taira - Indonesia
- PNOC Exploration Corporation - Philippines
- Central Java Power - Indonesia
- Minerals Council of Australia
- Simpson Spence & Young - Indonesia
- Indian Energy Exchange, India
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Trasteel International SA, Italy
- IEA Clean Coal Centre - UK
- Indonesian Coal Mining Association
- GMR Energy Limited - India
- Eastern Coal Council - USA
- Kobexindo Tractors - Indoneisa
- Indian Oil Corporation Limited
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Finance - Indonesia
- Sojitz Corporation - Japan
- Aditya Birla Group - India
- Independent Power Producers Association of India
- CIMB Investment Bank - Malaysia
- Oldendorff Carriers - Singapore
- Ministry of Mines - Canada
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Baramulti Group, Indonesia
- Petron Corporation, Philippines
- Coal and Oil Company - UAE
- Gujarat Mineral Development Corp Ltd - India
- Power Finance Corporation Ltd., India
- Planning Commission, India
- Madhucon Powers Ltd - India
- South Luzon Thermal Energy Corporation
- Indogreen Group - Indonesia
- White Energy Company Limited
- The Treasury - Australian Government
- McConnell Dowell - Australia
- Pendopo Energi Batubara - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- SMC Global Power, Philippines
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Therma Luzon, Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Renaissance Capital - South Africa
- Bhatia International Limited - India
- Posco Energy - South Korea
- Georgia Ports Authority, United States
- Mercator Lines Limited - India
- Marubeni Corporation - India
- Antam Resourcindo - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Thai Mozambique Logistica
- Essar Steel Hazira Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- Intertek Mineral Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- Sical Logistics Limited - India
- Coalindo Energy - Indonesia
- Orica Australia Pty. Ltd.
- Bayan Resources Tbk. - Indonesia
- Electricity Generating Authority of Thailand
- Star Paper Mills Limited - India
- Price Waterhouse Coopers - Russia
- Salva Resources Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Bangladesh Power Developement Board
- Chettinad Cement Corporation Ltd - India
- Romanian Commodities Exchange
- Kideco Jaya Agung - Indonesia
- Tamil Nadu electricity Board
- Mintek Dendrill Indonesia
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