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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, 04 August 16
INDONESIAN COAL PRICES ARE STARTING TO ZOOM HIGHER; HBA ROSE 10.13% TO US$ 58.37 PER TON
COALspot.com: The Indonesia coal benchmark price hits to its highest level since August 2015.
The Director General of Mineral and Coa ...
Thursday, 04 August 16
BREXIT: IMPLICATIONS FOR GLOBAL SHIPPING AND SEA TRADE - EVERSHEDS
The buzzword for the post-Brexit landscape both in Europe and further afield is ‘uncertainty’. No-one really knows the long term effect ...
Wednesday, 03 August 16
RECAAP INFORMATION SHARING CENTRE ISSUES SPECIAL REPORT ON THE ABDUCTING OF CREW FROM SHIPS IN WATERS OFF EASTERN SABAH AND SOUTHERN PHILIPPINES - THE STANDARD CLUB
KNOWLEDGE TO ELEVATE
In the light of three incidents where the crew of tug boats were abducted in the waters off Eastern Sabah and Southern Ph ...
Wednesday, 03 August 16
SHIPPING MARKET INSIGHT - EVA TZIMA
The Good…
Demand. Amidst all the unprecedented geopolitical turmoil and shifts in the likes of Brexit, the IMF lowered last month its glob ...
Wednesday, 03 August 16
SHIP TRADING AND ORDERING CLOSE TO A STALEMATE AS SUMMER LULL KICKS IN
With newbuilding activity already at a near standstill since the start of the year, most of 2016’s trading activity in shipping was evident i ...
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- Indogreen Group - Indonesia
- Salva Resources Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Merrill Lynch Commodities Europe
- Heidelberg Cement - Germany
- AsiaOL BioFuels Corp., Philippines
- Grasim Industreis Ltd - India
- Star Paper Mills Limited - India
- Thai Mozambique Logistica
- Eastern Energy - Thailand
- Central Electricity Authority - India
- CNBM International Corporation - China
- PNOC Exploration Corporation - Philippines
- Vizag Seaport Private Limited - India
- TeaM Sual Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Tamil Nadu electricity Board
- Therma Luzon, Inc, Philippines
- Bhoruka Overseas - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Vedanta Resources Plc - India
- Lanco Infratech Ltd - India
- Planning Commission, India
- Rio Tinto Coal - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jindal Steel & Power Ltd - India
- Formosa Plastics Group - Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- India Bulls Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Straits Asia Resources Limited - Singapore
- Commonwealth Bank - Australia
- Eastern Coal Council - USA
- Manunggal Multi Energi - Indonesia
- Meralco Power Generation, Philippines
- Medco Energi Mining Internasional
- Interocean Group of Companies - India
- Bukit Baiduri Energy - Indonesia
- Carbofer General Trading SA - India
- The University of Queensland
- Jaiprakash Power Ventures ltd
- Parliament of New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Petron Corporation, Philippines
- The State Trading Corporation of India Ltd
- GN Power Mariveles Coal Plant, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Antam Resourcindo - Indonesia
- Siam City Cement - Thailand
- Leighton Contractors Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Mines - Canada
- Altura Mining Limited, Indonesia
- Mercuria Energy - Indonesia
- ASAPP Information Group - India
- Bhushan Steel Limited - India
- ICICI Bank Limited - India
- Trasteel International SA, Italy
- PetroVietnam Power Coal Import and Supply Company
- Anglo American - United Kingdom
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- International Coal Ventures Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Indo Tambangraya Megah - Indonesia
- Ministry of Finance - Indonesia
- Standard Chartered Bank - UAE
- Larsen & Toubro Limited - India
- Uttam Galva Steels Limited - India
- Sakthi Sugars Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Krishnapatnam Port Company Ltd. - India
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- Wood Mackenzie - Singapore
- Goldman Sachs - Singapore
- Pendopo Energi Batubara - Indonesia
- Borneo Indobara - Indonesia
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Orica Mining Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- Indian Oil Corporation Limited
- New Zealand Coal & Carbon
- Georgia Ports Authority, United States
- Videocon Industries ltd - India
- Baramulti Group, Indonesia
- Global Business Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Independent Power Producers Association of India
- LBH Netherlands Bv - Netherlands
- Global Green Power PLC Corporation, Philippines
- IEA Clean Coal Centre - UK
- MS Steel International - UAE
- Globalindo Alam Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- White Energy Company Limited
- Cigading International Bulk Terminal - Indonesia
- Australian Commodity Traders Exchange
- PTC India Limited - India
- Coalindo Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Kideco Jaya Agung - Indonesia
- Meenaskhi Energy Private Limited - India
- Semirara Mining Corp, Philippines
- Banpu Public Company Limited - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Romanian Commodities Exchange
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Kapuas Tunggal Persada - Indonesia
- Aboitiz Power Corporation - Philippines
- Riau Bara Harum - Indonesia
- Posco Energy - South Korea
- Bangladesh Power Developement Board
- Dalmia Cement Bharat India
- Attock Cement Pakistan Limited
- Orica Australia Pty. Ltd.
- Oldendorff Carriers - Singapore
- GVK Power & Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- Parry Sugars Refinery, India
- GMR Energy Limited - India
- Kaltim Prima Coal - Indonesia
- Makarim & Taira - Indonesia
- Timah Investasi Mineral - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Price Waterhouse Coopers - Russia
- Central Java Power - Indonesia
- Australian Coal Association
- Ceylon Electricity Board - Sri Lanka
- San Jose City I Power Corp, Philippines
- McConnell Dowell - Australia
- Sical Logistics Limited - India
- Simpson Spence & Young - Indonesia
- PowerSource Philippines DevCo
- Alfred C Toepfer International GmbH - Germany
- Bhatia International Limited - India
- Electricity Authority, New Zealand
- Agrawal Coal Company - India
- Singapore Mercantile Exchange
- GAC Shipping (India) Pvt Ltd
- Bulk Trading Sa - Switzerland
- Mercator Lines Limited - India
- Kumho Petrochemical, South Korea
- Edison Trading Spa - Italy
- Wilmar Investment Holdings
- London Commodity Brokers - England
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Makmur.PT - Indonesia
- Indian Energy Exchange, India
- Sree Jayajothi Cements Limited - India
- Economic Council, Georgia
- Energy Development Corp, Philippines
- Coal and Oil Company - UAE
- Chamber of Mines of South Africa
- Minerals Council of Australia
- CIMB Investment Bank - Malaysia
- Samtan Co., Ltd - South Korea
- Indonesian Coal Mining Association
- Maharashtra Electricity Regulatory Commission - India
- Deloitte Consulting - India
- Bahari Cakrawala Sebuku - Indonesia
- Kobexindo Tractors - Indoneisa
- Intertek Mineral Services - Indonesia
- Mintek Dendrill Indonesia
- European Bulk Services B.V. - Netherlands
- The Treasury - Australian Government
- Bharathi Cement Corporation - India
- Directorate Of Revenue Intelligence - India
- Thiess Contractors Indonesia
- SMC Global Power, Philippines
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- VISA Power Limited - India
- Electricity Generating Authority of Thailand
- Bayan Resources Tbk. - Indonesia
- Xindia Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- Indika Energy - Indonesia
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- Holcim Trading Pte Ltd - Singapore
- South Luzon Thermal Energy Corporation
- Chettinad Cement Corporation Ltd - India
- Tata Chemicals Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement PLC, Thailand
- Aditya Birla Group - India
- Renaissance Capital - South Africa
- Malabar Cements Ltd - India
- Coastal Gujarat Power Limited - India
- Cement Manufacturers Association - India
- Essar Steel Hazira Ltd - India
- Ambuja Cements Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Latin American Coal - Colombia
- Savvy Resources Ltd - HongKong
- Karaikal Port Pvt Ltd - India
- Mjunction Services Limited - India
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