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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, 18 August 16
CAPESIZE: AN EXTREMELY VOLATILE LAST WEEK, WHERE THE MAIN DRIVER HAS BEEN THE WEST AUSTRALIA MARKET
Supramax
The week has held up. After the most of the world is back at work there is some optimism again in the market. The Far East volume has in ...
Tuesday, 16 August 16
WEEKLY CS42 COAL INDEX SOARS 14.08% YEAR TO DATE AMID HIGH DEMAND
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 2.37% week over week to averaging $42.84 per ton this past week, shows CS (i) C ...
Monday, 15 August 16
DRY BULK: 2017 COULD MARK THE START OF LOWER SHIP DELIVERIES HELPING TONNAGE SUPPLY ISSUES IN THE MARKET, SAYS SHIPOWNER - HELLENIC SHIPPING NEWS
Dry bulk owner Pacific Basin, mainly active in the Handysize and Supramax trades appeared optimistic in its analysis of the prospects of the dry bu ...
Monday, 15 August 16
INDONESIAN COAL PRICES RALLYING; COAL OUTPUT REMAINS FLAT
COALspot.com: Global thermal coal prices, including Indonesian coal prices have risen sharply due to jump in imports from China as it curbs domesti ...
Monday, 15 August 16
THE SPOT FREIGHT MARKET STRENGTHEN OVER THIS WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose as Cape and Panamax segments ending in a positive no ...
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Showing 2316 to 2320 news of total 6871 |
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- New Zealand Coal & Carbon
- GVK Power & Infra Limited - India
- Attock Cement Pakistan Limited
- Iligan Light & Power Inc, Philippines
- The Treasury - Australian Government
- Bulk Trading Sa - Switzerland
- Vedanta Resources Plc - India
- Billiton Holdings Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Indian Energy Exchange, India
- PTC India Limited - India
- Jaiprakash Power Ventures ltd
- Orica Mining Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Coalindo Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Sojitz Corporation - Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rio Tinto Coal - Australia
- European Bulk Services B.V. - Netherlands
- Merrill Lynch Commodities Europe
- Bayan Resources Tbk. - Indonesia
- ASAPP Information Group - India
- Mintek Dendrill Indonesia
- Kepco SPC Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- International Coal Ventures Pvt Ltd - India
- Anglo American - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- Holcim Trading Pte Ltd - Singapore
- Planning Commission, India
- Ministry of Finance - Indonesia
- Malabar Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Thai Mozambique Logistica
- Kalimantan Lumbung Energi - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Georgia Ports Authority, United States
- IHS Mccloskey Coal Group - USA
- Price Waterhouse Coopers - Russia
- Global Green Power PLC Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- McConnell Dowell - Australia
- Bhatia International Limited - India
- Essar Steel Hazira Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Toyota Tsusho Corporation, Japan
- Semirara Mining and Power Corporation, Philippines
- Makarim & Taira - Indonesia
- ICICI Bank Limited - India
- Kobexindo Tractors - Indoneisa
- Bangladesh Power Developement Board
- Riau Bara Harum - Indonesia
- Grasim Industreis Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Krishnapatnam Port Company Ltd. - India
- Aditya Birla Group - India
- Port Waratah Coal Services - Australia
- Intertek Mineral Services - Indonesia
- Baramulti Group, Indonesia
- Posco Energy - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- London Commodity Brokers - England
- Indian Oil Corporation Limited
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Sidhee Cement - India
- Indogreen Group - Indonesia
- The State Trading Corporation of India Ltd
- Larsen & Toubro Limited - India
- Madhucon Powers Ltd - India
- Indonesian Coal Mining Association
- Power Finance Corporation Ltd., India
- Interocean Group of Companies - India
- PowerSource Philippines DevCo
- Energy Link Ltd, New Zealand
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- LBH Netherlands Bv - Netherlands
- Australian Commodity Traders Exchange
- Latin American Coal - Colombia
- Maharashtra Electricity Regulatory Commission - India
- Parliament of New Zealand
- Videocon Industries ltd - India
- Kumho Petrochemical, South Korea
- Bukit Makmur.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Generating Authority of Thailand
- Bharathi Cement Corporation - India
- Eastern Energy - Thailand
- South Luzon Thermal Energy Corporation
- Cigading International Bulk Terminal - Indonesia
- Therma Luzon, Inc, Philippines
- The University of Queensland
- Wood Mackenzie - Singapore
- Savvy Resources Ltd - HongKong
- Tamil Nadu electricity Board
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- Bukit Baiduri Energy - Indonesia
- Trasteel International SA, Italy
- Australian Coal Association
- CIMB Investment Bank - Malaysia
- PNOC Exploration Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Goldman Sachs - Singapore
- Central Java Power - Indonesia
- Ambuja Cements Ltd - India
- Africa Commodities Group - South Africa
- Altura Mining Limited, Indonesia
- Edison Trading Spa - Italy
- Sree Jayajothi Cements Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement PLC, Thailand
- Independent Power Producers Association of India
- Borneo Indobara - Indonesia
- Mercator Lines Limited - India
- Mercuria Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- Coastal Gujarat Power Limited - India
- Sical Logistics Limited - India
- Ministry of Mines - Canada
- Petron Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Uttam Galva Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Standard Chartered Bank - UAE
- Minerals Council of Australia
- Tata Chemicals Ltd - India
- Semirara Mining Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- AsiaOL BioFuels Corp., Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMG Consultants - Indonesia
- Agrawal Coal Company - India
- Electricity Authority, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Central Electricity Authority - India
- Kapuas Tunggal Persada - Indonesia
- OPG Power Generation Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Simpson Spence & Young - Indonesia
- Carbofer General Trading SA - India
- Sindya Power Generating Company Private Ltd
- SMC Global Power, Philippines
- Singapore Mercantile Exchange
- Xindia Steels Limited - India
- San Jose City I Power Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Star Paper Mills Limited - India
- Wilmar Investment Holdings
- Salva Resources Pvt Ltd - India
- Siam City Cement - Thailand
- Straits Asia Resources Limited - Singapore
- Metalloyd Limited - United Kingdom
- Vizag Seaport Private Limited - India
- Medco Energi Mining Internasional
- Petrochimia International Co. Ltd.- Taiwan
- Indo Tambangraya Megah - Indonesia
- Manunggal Multi Energi - Indonesia
- Dalmia Cement Bharat India
- Pendopo Energi Batubara - Indonesia
- Sakthi Sugars Limited - India
- Heidelberg Cement - Germany
- Aboitiz Power Corporation - Philippines
- Antam Resourcindo - Indonesia
- Banpu Public Company Limited - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- Indika Energy - Indonesia
- White Energy Company Limited
- Global Business Power Corporation, Philippines
- Parry Sugars Refinery, India
- Lanco Infratech Ltd - India
- Orica Australia Pty. Ltd.
- Renaissance Capital - South Africa
- Bhushan Steel Limited - India
- CNBM International Corporation - China
- Commonwealth Bank - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
- MS Steel International - UAE
- Chamber of Mines of South Africa
- Kaltim Prima Coal - Indonesia
- Thiess Contractors Indonesia
- Samtan Co., Ltd - South Korea
- Eastern Coal Council - USA
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- Barasentosa Lestari - Indonesia
- GAC Shipping (India) Pvt Ltd
- Economic Council, Georgia
- Bhoruka Overseas - Indonesia
- Meenaskhi Energy Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Cement Manufacturers Association - India
- GMR Energy Limited - India
- Sinarmas Energy and Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Ministry of Transport, Egypt
- IEA Clean Coal Centre - UK
- Energy Development Corp, Philippines
- Coal and Oil Company - UAE
- TeaM Sual Corporation - Philippines
- VISA Power Limited - India
- Marubeni Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- SN Aboitiz Power Inc, Philippines
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