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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, 28 July 16
LAST WEEK ENDING UP WITH BUSIER TONES FOR SUPRAMAXES NOW COOLING DOWN - FEARNLEYS
Supramax
Last week ending up with busier tones for Supramaxes now cooling down as with index being down to 684. Average daily earnings for Supram ...
Wednesday, 27 July 16
RATES FOR THE SMALLER SIZES OVER-PERFORMED THE MARKET LAST WEEK - INTERMODAL
The decline the BDI noted last week was somewhat expected given the fact that the market has been overall firming for almost a month no ...
Wednesday, 27 July 16
GLOBAL OIL SUPPLY IS EXPECTED TO REMAIN HIGHER THAN GLOBAL CONSUMPTION IN 2016 - CHRISTOPHER WHITTY
Global oil supply is expected to remain higher than global consumption in 2016, keeping oil prices at relatively low levels this summer compared wi ...
Tuesday, 26 July 16
NORTH P&I CLUB EXPLAINS HOW TO AVOID CLAIMS FOR SELF-COOKING SOYA BEANS
KNOWLEDGE TO ELEVATE
North P&I Club has advised its members to be extra vigilant during loading and transport of soya beans to ensure they ...
Monday, 25 July 16
STRONG BUYER DEMAND PUSHING UP INDONESIAN THERMAL COAL INDICES
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 0.73 percent week over week to averaging $40.83 per ton this past week, shows C ...
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- Electricity Authority, New Zealand
- Romanian Commodities Exchange
- Planning Commission, India
- SMC Global Power, Philippines
- Bukit Makmur.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Alfred C Toepfer International GmbH - Germany
- Toyota Tsusho Corporation, Japan
- SN Aboitiz Power Inc, Philippines
- Australian Coal Association
- Videocon Industries ltd - India
- Formosa Plastics Group - Taiwan
- AsiaOL BioFuels Corp., Philippines
- Asmin Koalindo Tuhup - Indonesia
- London Commodity Brokers - England
- Orica Australia Pty. Ltd.
- Binh Thuan Hamico - Vietnam
- PNOC Exploration Corporation - Philippines
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Central Java Power - Indonesia
- Siam City Cement - Thailand
- Bangladesh Power Developement Board
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- Bhushan Steel Limited - India
- Chettinad Cement Corporation Ltd - India
- Samtan Co., Ltd - South Korea
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- Uttam Galva Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Energy Development Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Dalmia Cement Bharat India
- Anglo American - United Kingdom
- Wilmar Investment Holdings
- The State Trading Corporation of India Ltd
- Barasentosa Lestari - Indonesia
- Baramulti Group, Indonesia
- Bukit Baiduri Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Manunggal Multi Energi - Indonesia
- Standard Chartered Bank - UAE
- Neyveli Lignite Corporation Ltd, - India
- Maharashtra Electricity Regulatory Commission - India
- Rio Tinto Coal - Australia
- Mintek Dendrill Indonesia
- Miang Besar Coal Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- Mercator Lines Limited - India
- Independent Power Producers Association of India
- Medco Energi Mining Internasional
- SMG Consultants - Indonesia
- Grasim Industreis Ltd - India
- Star Paper Mills Limited - India
- CIMB Investment Bank - Malaysia
- Riau Bara Harum - Indonesia
- Attock Cement Pakistan Limited
- Meralco Power Generation, Philippines
- Metalloyd Limited - United Kingdom
- Eastern Coal Council - USA
- Tata Chemicals Ltd - India
- Jaiprakash Power Ventures ltd
- Kumho Petrochemical, South Korea
- Ministry of Mines - Canada
- Orica Mining Services - Indonesia
- Australian Commodity Traders Exchange
- Coastal Gujarat Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Eastern Energy - Thailand
- White Energy Company Limited
- Kepco SPC Power Corporation, Philippines
- Interocean Group of Companies - India
- South Luzon Thermal Energy Corporation
- Gujarat Sidhee Cement - India
- Kartika Selabumi Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Ceylon Electricity Board - Sri Lanka
- Pendopo Energi Batubara - Indonesia
- Indonesian Coal Mining Association
- Singapore Mercantile Exchange
- Renaissance Capital - South Africa
- Trasteel International SA, Italy
- Lanco Infratech Ltd - India
- Borneo Indobara - Indonesia
- Deloitte Consulting - India
- Central Electricity Authority - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- India Bulls Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Sical Logistics Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Thiess Contractors Indonesia
- Marubeni Corporation - India
- Banpu Public Company Limited - Thailand
- Ministry of Transport, Egypt
- Semirara Mining Corp, Philippines
- Vizag Seaport Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- CNBM International Corporation - China
- Posco Energy - South Korea
- Ministry of Finance - Indonesia
- Bulk Trading Sa - Switzerland
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- Heidelberg Cement - Germany
- ASAPP Information Group - India
- Makarim & Taira - Indonesia
- Georgia Ports Authority, United States
- Mercuria Energy - Indonesia
- GVK Power & Infra Limited - India
- Jindal Steel & Power Ltd - India
- Madhucon Powers Ltd - India
- Global Business Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Coalindo Energy - Indonesia
- Energy Link Ltd, New Zealand
- Directorate Of Revenue Intelligence - India
- Meenaskhi Energy Private Limited - India
- ICICI Bank Limited - India
- Billiton Holdings Pty Ltd - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Price Waterhouse Coopers - Russia
- Power Finance Corporation Ltd., India
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- PTC India Limited - India
- Essar Steel Hazira Ltd - India
- International Coal Ventures Pvt Ltd - India
- Economic Council, Georgia
- Sojitz Corporation - Japan
- Aboitiz Power Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Parry Sugars Refinery, India
- Tamil Nadu electricity Board
- Karaikal Port Pvt Ltd - India
- Goldman Sachs - Singapore
- Kalimantan Lumbung Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Malabar Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bayan Resources Tbk. - Indonesia
- MS Steel International - UAE
- Indian Oil Corporation Limited
- Siam City Cement PLC, Thailand
- Africa Commodities Group - South Africa
- Savvy Resources Ltd - HongKong
- VISA Power Limited - India
- Antam Resourcindo - Indonesia
- Salva Resources Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Ambuja Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- Port Waratah Coal Services - Australia
- Straits Asia Resources Limited - Singapore
- Xindia Steels Limited - India
- GMR Energy Limited - India
- Merrill Lynch Commodities Europe
- Kaltim Prima Coal - Indonesia
- Intertek Mineral Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Carbofer General Trading SA - India
- Global Green Power PLC Corporation, Philippines
- Indogreen Group - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Edison Trading Spa - Italy
- IEA Clean Coal Centre - UK
- IHS Mccloskey Coal Group - USA
- Sinarmas Energy and Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Indika Energy - Indonesia
- Minerals Council of Australia
- Larsen & Toubro Limited - India
- Chamber of Mines of South Africa
- PetroVietnam Power Coal Import and Supply Company
- Bharathi Cement Corporation - India
- Aditya Birla Group - India
- Bhatia International Limited - India
- TeaM Sual Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Latin American Coal - Colombia
- Thai Mozambique Logistica
- LBH Netherlands Bv - Netherlands
- Cement Manufacturers Association - India
- PowerSource Philippines DevCo
- Wood Mackenzie - Singapore
- Petron Corporation, Philippines
- Simpson Spence & Young - Indonesia
- The Treasury - Australian Government
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- European Bulk Services B.V. - Netherlands
- The University of Queensland
- Maheswari Brothers Coal Limited - India
- Semirara Mining and Power Corporation, Philippines
- Agrawal Coal Company - India
- New Zealand Coal & Carbon
- Iligan Light & Power Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Holcim Trading Pte Ltd - Singapore
- Global Coal Blending Company Limited - Australia
- Commonwealth Bank - Australia
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