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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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Tuesday, 02 August 16
INDONESIAN CS COAL INDICES STAY POSITIVE
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 0.71% week over week to averaging $41.12 per ton this past week, shows CS (i) C ...
Monday, 01 August 16
4200 GAR INDONESIAN COAL PRICE MAY TOUCH $ 32/33 A TON LEVELS SOON
COALspot.com: Indonesian coal prices are likely surge further in 2016 as the recent price movement in Indonesian coal markets suggests that the mar ...
Monday, 01 August 16
BALTIC INDEX ENDED NEGATIVE NOTE THIS PAST WEEK ON WEAKER RATES ACROSS ALL LARGE VESSEL SEGMENTS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities slide slightly as Cape, Panamax and Supramax segments end ...
Friday, 29 July 16
U.S. COAL OUTPUT SLIPS SLIGHTLY WEEK OVER WEEK
COALspot.com – U.S., the world’s second largest coal producers has produced approximately totalled an estimated 15 million short tons ( ...
Thursday, 28 July 16
FITCH RAISES CORPORATE OIL PRICE ASSUMPTION FOR 2016 TO USD42
Fitch Ratings has raised the 2016 oil price assumptions it uses when rating energy-sector corporates, but expects record high inventories to slow a ...
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- Iligan Light & Power Inc, Philippines
- Latin American Coal - Colombia
- Planning Commission, India
- Global Coal Blending Company Limited - Australia
- Star Paper Mills Limited - India
- GAC Shipping (India) Pvt Ltd
- Straits Asia Resources Limited - Singapore
- San Jose City I Power Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Essar Steel Hazira Ltd - India
- Mercuria Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Mjunction Services Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Xindia Steels Limited - India
- Aditya Birla Group - India
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- Ministry of Finance - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Vizag Seaport Private Limited - India
- Ministry of Transport, Egypt
- Kartika Selabumi Mining - Indonesia
- London Commodity Brokers - England
- Meralco Power Generation, Philippines
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- Bangladesh Power Developement Board
- Petrochimia International Co. Ltd.- Taiwan
- Banpu Public Company Limited - Thailand
- Bhushan Steel Limited - India
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- Central Electricity Authority - India
- ASAPP Information Group - India
- Gujarat Mineral Development Corp Ltd - India
- Videocon Industries ltd - India
- Cement Manufacturers Association - India
- Intertek Mineral Services - Indonesia
- Eastern Energy - Thailand
- Ceylon Electricity Board - Sri Lanka
- Karaikal Port Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Formosa Plastics Group - Taiwan
- SMC Global Power, Philippines
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Semirara Mining Corp, Philippines
- Lanco Infratech Ltd - India
- Orica Mining Services - Indonesia
- International Coal Ventures Pvt Ltd - India
- Sojitz Corporation - Japan
- Kohat Cement Company Ltd. - Pakistan
- Riau Bara Harum - Indonesia
- Sarangani Energy Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Therma Luzon, Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Kobexindo Tractors - Indoneisa
- Attock Cement Pakistan Limited
- Thai Mozambique Logistica
- Vedanta Resources Plc - India
- Merrill Lynch Commodities Europe
- Bukit Asam (Persero) Tbk - Indonesia
- Sakthi Sugars Limited - India
- CNBM International Corporation - China
- Standard Chartered Bank - UAE
- Medco Energi Mining Internasional
- Maharashtra Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- Parry Sugars Refinery, India
- Ministry of Mines - Canada
- Grasim Industreis Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement - Thailand
- Thiess Contractors Indonesia
- Maheswari Brothers Coal Limited - India
- Heidelberg Cement - Germany
- Kepco SPC Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Rio Tinto Coal - Australia
- AsiaOL BioFuels Corp., Philippines
- Sical Logistics Limited - India
- Timah Investasi Mineral - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Sindya Power Generating Company Private Ltd
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Uttam Galva Steels Limited - India
- Bhatia International Limited - India
- PTC India Limited - India
- Parliament of New Zealand
- Georgia Ports Authority, United States
- Wood Mackenzie - Singapore
- Bhoruka Overseas - Indonesia
- Bayan Resources Tbk. - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Dalmia Cement Bharat India
- CIMB Investment Bank - Malaysia
- LBH Netherlands Bv - Netherlands
- Interocean Group of Companies - India
- Kumho Petrochemical, South Korea
- Billiton Holdings Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Marubeni Corporation - India
- Bulk Trading Sa - Switzerland
- Gujarat Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- GMR Energy Limited - India
- Siam City Cement PLC, Thailand
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- The Treasury - Australian Government
- Sree Jayajothi Cements Limited - India
- Coal and Oil Company - UAE
- IHS Mccloskey Coal Group - USA
- Singapore Mercantile Exchange
- Jindal Steel & Power Ltd - India
- South Luzon Thermal Energy Corporation
- Electricity Authority, New Zealand
- Mercator Lines Limited - India
- TeaM Sual Corporation - Philippines
- Renaissance Capital - South Africa
- Wilmar Investment Holdings
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- Bharathi Cement Corporation - India
- Larsen & Toubro Limited - India
- Malabar Cements Ltd - India
- Trasteel International SA, Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kideco Jaya Agung - Indonesia
- Australian Coal Association
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Generating Authority of Thailand
- MS Steel International - UAE
- Borneo Indobara - Indonesia
- Romanian Commodities Exchange
- Global Business Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Deloitte Consulting - India
- Altura Mining Limited, Indonesia
- Agrawal Coal Company - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ambuja Cements Ltd - India
- Gujarat Sidhee Cement - India
- Carbofer General Trading SA - India
- Chamber of Mines of South Africa
- Toyota Tsusho Corporation, Japan
- Bukit Baiduri Energy - Indonesia
- Commonwealth Bank - Australia
- Australian Commodity Traders Exchange
- Manunggal Multi Energi - Indonesia
- Central Java Power - Indonesia
- Baramulti Group, Indonesia
- Tata Chemicals Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Karbindo Abesyapradhi - Indoneisa
- Indogreen Group - Indonesia
- Directorate Of Revenue Intelligence - India
- Kaltim Prima Coal - Indonesia
- Mintek Dendrill Indonesia
- Semirara Mining and Power Corporation, Philippines
- The University of Queensland
- Indonesian Coal Mining Association
- Sinarmas Energy and Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Barasentosa Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- Coastal Gujarat Power Limited - India
- Minerals Council of Australia
- OPG Power Generation Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- Posco Energy - South Korea
- Rashtriya Ispat Nigam Limited - India
- Orica Australia Pty. Ltd.
- Antam Resourcindo - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Independent Power Producers Association of India
- The State Trading Corporation of India Ltd
- Samtan Co., Ltd - South Korea
- Edison Trading Spa - Italy
- India Bulls Power Limited - India
- Energy Development Corp, Philippines
- Petron Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Indian Oil Corporation Limited
- White Energy Company Limited
- Port Waratah Coal Services - Australia
- Indian Energy Exchange, India
- Kalimantan Lumbung Energi - Indonesia
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Anglo American - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Coalindo Energy - Indonesia
- Tamil Nadu electricity Board
- Asmin Koalindo Tuhup - Indonesia
- Economic Council, Georgia
- ICICI Bank Limited - India
- Makarim & Taira - Indonesia
- GVK Power & Infra Limited - India
- Simpson Spence & Young - Indonesia
- McConnell Dowell - Australia
- TNB Fuel Sdn Bhd - Malaysia
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