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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, 01 September 16
SUPRAMAX GETTING LEVELS OF MID/HIGHER 7K DELIVERY SINGAPORE FOR TRIPS TO CHINA AND AROUND 9K FOR DIRECTION INDIA - FEARNLEYS
Supramax
This week started slower with London on bank holiday Monday. The south east Asian market seems to have been taking a breather with chart ...
Thursday, 01 September 16
AUSTRALIA'S NEWCASTLE PORT SHIPPED 2.33 PERCENT MORE COAL IN JULY
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1.10 bill ...
Wednesday, 31 August 16
THE DRY BULK MARKET MANAGED TO FIND FURTHER SUPPORT DURING THE LAST DAYS OF THE SUMMER SEASON - INTERMODAL
The Dry Bulk market managed to find further support during the last days of the summer season, with the BDI climbing above 700 last Friday, reachin ...
Tuesday, 30 August 16
THE SUDDEN SURGE IN IRON ORE TRADE HAS CREPT UP ON THE MARKET THIS PAST WEEK - GEORGE LAZARIDIS
The sudden surge in Iron ore trade has crept up on the market this past week bringing about a change in the prospects for Capes. Continued increase ...
Monday, 29 August 16
THE 5000 GAR THERMAL COAL INDEX HAS STRENGTHENED BY 9.90% SINCE JANUARY
COALspot.com: A rally in thermal coal prices over the past few months, after years of decline, is still continuing upward and it is expected to ral ...
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- Essar Steel Hazira Ltd - India
- Altura Mining Limited, Indonesia
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- Ministry of Finance - Indonesia
- Manunggal Multi Energi - Indonesia
- Ministry of Transport, Egypt
- European Bulk Services B.V. - Netherlands
- Wilmar Investment Holdings
- Latin American Coal - Colombia
- Banpu Public Company Limited - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Central Java Power - Indonesia
- Bhatia International Limited - India
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Africa Commodities Group - South Africa
- Energy Development Corp, Philippines
- Cement Manufacturers Association - India
- Semirara Mining and Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Aboitiz Power Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- GMR Energy Limited - India
- Star Paper Mills Limited - India
- AsiaOL BioFuels Corp., Philippines
- Xindia Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Economic Council, Georgia
- OPG Power Generation Pvt Ltd - India
- Coalindo Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Parliament of New Zealand
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Orica Australia Pty. Ltd.
- Minerals Council of Australia
- Anglo American - United Kingdom
- Ceylon Electricity Board - Sri Lanka
- San Jose City I Power Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Petrochimia International Co. Ltd.- Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Jindal Steel & Power Ltd - India
- Sarangani Energy Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Grasim Industreis Ltd - India
- Bulk Trading Sa - Switzerland
- Trasteel International SA, Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Jaiprakash Power Ventures ltd
- Interocean Group of Companies - India
- Gujarat Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Samtan Co., Ltd - South Korea
- Sojitz Corporation - Japan
- Maharashtra Electricity Regulatory Commission - India
- SMC Global Power, Philippines
- Billiton Holdings Pty Ltd - Australia
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Independent Power Producers Association of India
- Bharathi Cement Corporation - India
- Electricity Authority, New Zealand
- Maheswari Brothers Coal Limited - India
- Malabar Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Australian Commodity Traders Exchange
- SN Aboitiz Power Inc, Philippines
- Eastern Coal Council - USA
- Kobexindo Tractors - Indoneisa
- Karaikal Port Pvt Ltd - India
- Parry Sugars Refinery, India
- GVK Power & Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Posco Energy - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Sinarmas Energy and Mining - Indonesia
- Eastern Energy - Thailand
- Sical Logistics Limited - India
- MS Steel International - UAE
- Indian Oil Corporation Limited
- Kapuas Tunggal Persada - Indonesia
- Coal and Oil Company - UAE
- Georgia Ports Authority, United States
- Miang Besar Coal Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Directorate Of Revenue Intelligence - India
- Mercuria Energy - Indonesia
- ICICI Bank Limited - India
- Energy Link Ltd, New Zealand
- Therma Luzon, Inc, Philippines
- Coastal Gujarat Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Madhucon Powers Ltd - India
- Global Business Power Corporation, Philippines
- Indogreen Group - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- New Zealand Coal & Carbon
- Marubeni Corporation - India
- Barasentosa Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Renaissance Capital - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Medco Energi Mining Internasional
- The State Trading Corporation of India Ltd
- LBH Netherlands Bv - Netherlands
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- Intertek Mineral Services - Indonesia
- PTC India Limited - India
- Vedanta Resources Plc - India
- IHS Mccloskey Coal Group - USA
- Power Finance Corporation Ltd., India
- Kepco SPC Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Simpson Spence & Young - Indonesia
- Orica Mining Services - Indonesia
- Gujarat Sidhee Cement - India
- Dalmia Cement Bharat India
- Siam City Cement PLC, Thailand
- Karbindo Abesyapradhi - Indoneisa
- Pendopo Energi Batubara - Indonesia
- SMG Consultants - Indonesia
- Standard Chartered Bank - UAE
- Price Waterhouse Coopers - Russia
- The University of Queensland
- Timah Investasi Mineral - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Borneo Indobara - Indonesia
- Thiess Contractors Indonesia
- TeaM Sual Corporation - Philippines
- Indian Energy Exchange, India
- Agrawal Coal Company - India
- Chamber of Mines of South Africa
- Makarim & Taira - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Uttam Galva Steels Limited - India
- Attock Cement Pakistan Limited
- South Luzon Thermal Energy Corporation
- Rio Tinto Coal - Australia
- Videocon Industries ltd - India
- Directorate General of MIneral and Coal - Indonesia
- White Energy Company Limited
- Leighton Contractors Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- ASAPP Information Group - India
- CNBM International Corporation - China
- Deloitte Consulting - India
- IEA Clean Coal Centre - UK
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- Metalloyd Limited - United Kingdom
- Merrill Lynch Commodities Europe
- Carbofer General Trading SA - India
- VISA Power Limited - India
- Savvy Resources Ltd - HongKong
- Bukit Makmur.PT - Indonesia
- Baramulti Group, Indonesia
- Tata Chemicals Ltd - India
- Siam City Cement - Thailand
- Mercator Lines Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sakthi Sugars Limited - India
- The Treasury - Australian Government
- Mjunction Services Limited - India
- Port Waratah Coal Services - Australia
- Jorong Barutama Greston.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Romanian Commodities Exchange
- Straits Asia Resources Limited - Singapore
- Formosa Plastics Group - Taiwan
- Goldman Sachs - Singapore
- Central Electricity Authority - India
- Heidelberg Cement - Germany
- Bhushan Steel Limited - India
- PowerSource Philippines DevCo
- Sindya Power Generating Company Private Ltd
- Oldendorff Carriers - Singapore
- Kaltim Prima Coal - Indonesia
- Mintek Dendrill Indonesia
- Commonwealth Bank - Australia
- Meralco Power Generation, Philippines
- Singapore Mercantile Exchange
- Indonesian Coal Mining Association
- McConnell Dowell - Australia
- Edison Trading Spa - Italy
- Planning Commission, India
- Krishnapatnam Port Company Ltd. - India
- Ambuja Cements Ltd - India
- Aditya Birla Group - India
- Larsen & Toubro Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Wood Mackenzie - Singapore
- London Commodity Brokers - England
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- Toyota Tsusho Corporation, Japan
- Ind-Barath Power Infra Limited - India
- Binh Thuan Hamico - Vietnam
- Globalindo Alam Lestari - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Mines - Canada
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