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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, 08 August 16
THE BALTIC EXCHANGE, TRACKING RATES FOR SHIPS CARRYING DRY BULK COMMODITIES SLIDE SLIGHTLY
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities slide slightly as Panamax and Supramax segments ending in ...
Monday, 08 August 16
ARE EXPENSES INCURRED DURING NEGOTIATION OF A PIRATE RANSOM RECOVERABLE IN GENERAL AVERAGE? - CLYDE&CO
KNOWLEDGE TO ELEVATE
Facts
The laden chemical tanker LONGCHAMP was transiting the Gulf of Aden on passage to Vietnam. The ship was subject t ...
Saturday, 06 August 16
DRY BULK SHIPPING CHARTER RATES TO RISE ON UNEXPECTED DEMAND GROWTH - DREWRY
Increasing trade and contracting supply will support a recovery in charter rates on major dry bulk shipping routes, with the prospect of China impo ...
Friday, 05 August 16
WEEKLY U.S. COAL OUTPUT TOTALED AN ESTIMATED 16.1 MMST IN THE WEEK ENDED JULY 30 - EIA
COALspot.com – U.S., the world’s second largest coal producers has produced approximately totalled an estimated 16.1 million short tons ...
Friday, 05 August 16
CAPESIZE : RATES ARE REMAINING AT DEPRESSING LEVELS DUE TO LACK OF FRESH CARGOES - FEARNLEYS
Supramax
Last week has been one of the slowest for some time with rates under pressure in most areas.
In its latest weekly report, shipbroke ...
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- Carbofer General Trading SA - India
- European Bulk Services B.V. - Netherlands
- Manunggal Multi Energi - Indonesia
- Siam City Cement PLC, Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Authority, New Zealand
- Sree Jayajothi Cements Limited - India
- Kapuas Tunggal Persada - Indonesia
- Ind-Barath Power Infra Limited - India
- Edison Trading Spa - Italy
- Ambuja Cements Ltd - India
- Formosa Plastics Group - Taiwan
- Price Waterhouse Coopers - Russia
- Meralco Power Generation, Philippines
- Directorate Of Revenue Intelligence - India
- MS Steel International - UAE
- Marubeni Corporation - India
- New Zealand Coal & Carbon
- Central Electricity Authority - India
- Neyveli Lignite Corporation Ltd, - India
- Pipit Mutiara Jaya. PT, Indonesia
- London Commodity Brokers - England
- Karbindo Abesyapradhi - Indoneisa
- Interocean Group of Companies - India
- Kepco SPC Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Xindia Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IEA Clean Coal Centre - UK
- Kideco Jaya Agung - Indonesia
- Bharathi Cement Corporation - India
- SN Aboitiz Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Posco Energy - South Korea
- Wilmar Investment Holdings
- Vizag Seaport Private Limited - India
- Romanian Commodities Exchange
- CIMB Investment Bank - Malaysia
- PNOC Exploration Corporation - Philippines
- Bangladesh Power Developement Board
- Asmin Koalindo Tuhup - Indonesia
- Eastern Energy - Thailand
- Tata Chemicals Ltd - India
- Dalmia Cement Bharat India
- Bhoruka Overseas - Indonesia
- LBH Netherlands Bv - Netherlands
- PTC India Limited - India
- Videocon Industries ltd - India
- OPG Power Generation Pvt Ltd - India
- Rio Tinto Coal - Australia
- Aboitiz Power Corporation - Philippines
- Altura Mining Limited, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Thiess Contractors Indonesia
- The Treasury - Australian Government
- Riau Bara Harum - Indonesia
- Simpson Spence & Young - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- Agrawal Coal Company - India
- Ministry of Transport, Egypt
- AsiaOL BioFuels Corp., Philippines
- San Jose City I Power Corp, Philippines
- Bhushan Steel Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- Borneo Indobara - Indonesia
- Grasim Industreis Ltd - India
- Therma Luzon, Inc, Philippines
- Energy Development Corp, Philippines
- Australian Commodity Traders Exchange
- Electricity Generating Authority of Thailand
- Port Waratah Coal Services - Australia
- Eastern Coal Council - USA
- Aditya Birla Group - India
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Intertek Mineral Services - Indonesia
- CNBM International Corporation - China
- Antam Resourcindo - Indonesia
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Globalindo Alam Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- ICICI Bank Limited - India
- IHS Mccloskey Coal Group - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Australian Coal Association
- Indo Tambangraya Megah - Indonesia
- Planning Commission, India
- Thai Mozambique Logistica
- Mjunction Services Limited - India
- Iligan Light & Power Inc, Philippines
- Energy Link Ltd, New Zealand
- Parry Sugars Refinery, India
- GMR Energy Limited - India
- Global Green Power PLC Corporation, Philippines
- Ministry of Finance - Indonesia
- Mercator Lines Limited - India
- Africa Commodities Group - South Africa
- Kobexindo Tractors - Indoneisa
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Medco Energi Mining Internasional
- Vedanta Resources Plc - India
- Kohat Cement Company Ltd. - Pakistan
- SMC Global Power, Philippines
- Central Java Power - Indonesia
- The State Trading Corporation of India Ltd
- Indonesian Coal Mining Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maheswari Brothers Coal Limited - India
- Bulk Trading Sa - Switzerland
- Chamber of Mines of South Africa
- Billiton Holdings Pty Ltd - Australia
- Coastal Gujarat Power Limited - India
- Lanco Infratech Ltd - India
- ASAPP Information Group - India
- Larsen & Toubro Limited - India
- Alfred C Toepfer International GmbH - Germany
- Ceylon Electricity Board - Sri Lanka
- Mintek Dendrill Indonesia
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Indian Energy Exchange, India
- Indogreen Group - Indonesia
- Ministry of Mines - Canada
- Indian Oil Corporation Limited
- Global Coal Blending Company Limited - Australia
- Petron Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Sojitz Corporation - Japan
- International Coal Ventures Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Makarim & Taira - Indonesia
- SMG Consultants - Indonesia
- Coalindo Energy - Indonesia
- Renaissance Capital - South Africa
- Timah Investasi Mineral - Indoneisa
- McConnell Dowell - Australia
- GAC Shipping (India) Pvt Ltd
- Pendopo Energi Batubara - Indonesia
- Orica Australia Pty. Ltd.
- Independent Power Producers Association of India
- Uttam Galva Steels Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Baramulti Group, Indonesia
- Anglo American - United Kingdom
- Essar Steel Hazira Ltd - India
- Cement Manufacturers Association - India
- Miang Besar Coal Terminal - Indonesia
- Savvy Resources Ltd - HongKong
- Economic Council, Georgia
- Star Paper Mills Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Tamil Nadu electricity Board
- Gujarat Sidhee Cement - India
- GN Power Mariveles Coal Plant, Philippines
- VISA Power Limited - India
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- White Energy Company Limited
- Rashtriya Ispat Nigam Limited - India
- Deloitte Consulting - India
- Krishnapatnam Port Company Ltd. - India
- South Luzon Thermal Energy Corporation
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Commonwealth Bank - Australia
- Trasteel International SA, Italy
- TeaM Sual Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Oldendorff Carriers - Singapore
- Mercuria Energy - Indonesia
- Madhucon Powers Ltd - India
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- Bayan Resources Tbk. - Indonesia
- Coal and Oil Company - UAE
- Latin American Coal - Colombia
- Meenaskhi Energy Private Limited - India
- Goldman Sachs - Singapore
- Parliament of New Zealand
- Global Business Power Corporation, Philippines
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- GVK Power & Infra Limited - India
- Samtan Co., Ltd - South Korea
- The University of Queensland
- Heidelberg Cement - Germany
- Metalloyd Limited - United Kingdom
- Singapore Mercantile Exchange
- Bhatia International Limited - India
- Sindya Power Generating Company Private Ltd
- Gujarat Mineral Development Corp Ltd - India
- Kartika Selabumi Mining - Indonesia
- Sarangani Energy Corporation, Philippines
- Minerals Council of Australia
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- Attock Cement Pakistan Limited
- Semirara Mining Corp, Philippines
- Power Finance Corporation Ltd., India
- India Bulls Power Limited - India
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