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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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Friday, 01 July 16
BREXIT SET TO HURT SHIPPING IN THE LONG-TERM AS IT WILL TAKE ITS TOLL IN THE GLOBAL ECONOMY'S GROWTH - HELLENIC SHIPPING
Setting aside the short-term negative impact of the Brexit, in terms of stock market and currency volatility, it’s more than evident that the ...
Friday, 01 July 16
U.S'S COAL EXPORTS HAVE DECLINED FOR TWELVE QUARTERS IN A ROW - EIA
COALspot.com – U.S, world’s one of the largest coal producers has produced approximately totalled an estimated 13.7 million short t ...
Thursday, 30 June 16
CAPE - THIS WEEK'S FREIGHT AND ACTIVITY LEVEL HAVE KEPT STABLE - FEARNLEYS
Cape
This week’s freight and activity level have kept stable. It is support at the present levels and despite a volatile market the freight ...
Thursday, 30 June 16
OIL PRODUCT TANKERS EARNINGS DECLINE AS STOCKBUILDING SLOWS DOWN - BIMCO
BIMCO’s expectations remain as the oil product tanker fleet continues to grow with earnings at the lowest since Q3 in 2014. But there is stil ...
Wednesday, 29 June 16
THE DRY BULK INDICES, OPPOSITE TO MOST GLOBAL MARKET INDICES, ROSE END OF LAST WEEK
Last week closed off with a massive shockwave for markets across the world following the British referendum, the result of which will mark the begi ...
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- Alfred C Toepfer International GmbH - Germany
- Savvy Resources Ltd - HongKong
- Makarim & Taira - Indonesia
- Ambuja Cements Ltd - India
- Grasim Industreis Ltd - India
- Tata Chemicals Ltd - India
- Banpu Public Company Limited - Thailand
- Edison Trading Spa - Italy
- Toyota Tsusho Corporation, Japan
- Dalmia Cement Bharat India
- Deloitte Consulting - India
- Larsen & Toubro Limited - India
- Standard Chartered Bank - UAE
- Malabar Cements Ltd - India
- Meralco Power Generation, Philippines
- Electricity Generating Authority of Thailand
- CNBM International Corporation - China
- Madhucon Powers Ltd - India
- Bhoruka Overseas - Indonesia
- Carbofer General Trading SA - India
- Therma Luzon, Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Latin American Coal - Colombia
- Asmin Koalindo Tuhup - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Aditya Birla Group - India
- European Bulk Services B.V. - Netherlands
- Gujarat Sidhee Cement - India
- Central Electricity Authority - India
- Kohat Cement Company Ltd. - Pakistan
- IEA Clean Coal Centre - UK
- Sarangani Energy Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Jindal Steel & Power Ltd - India
- CIMB Investment Bank - Malaysia
- Trasteel International SA, Italy
- GVK Power & Infra Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Barasentosa Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Sojitz Corporation - Japan
- Lanco Infratech Ltd - India
- Pendopo Energi Batubara - Indonesia
- Wilmar Investment Holdings
- Uttam Galva Steels Limited - India
- Antam Resourcindo - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kumho Petrochemical, South Korea
- Meenaskhi Energy Private Limited - India
- Economic Council, Georgia
- South Luzon Thermal Energy Corporation
- Goldman Sachs - Singapore
- Heidelberg Cement - Germany
- Thai Mozambique Logistica
- Orica Australia Pty. Ltd.
- ICICI Bank Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Posco Energy - South Korea
- Orica Mining Services - Indonesia
- New Zealand Coal & Carbon
- Central Java Power - Indonesia
- IHS Mccloskey Coal Group - USA
- Bhushan Steel Limited - India
- Renaissance Capital - South Africa
- Billiton Holdings Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Mercator Lines Limited - India
- Sical Logistics Limited - India
- Krishnapatnam Port Company Ltd. - India
- Jorong Barutama Greston.PT - Indonesia
- Parliament of New Zealand
- Essar Steel Hazira Ltd - India
- Mjunction Services Limited - India
- Sree Jayajothi Cements Limited - India
- Indonesian Coal Mining Association
- Power Finance Corporation Ltd., India
- Agrawal Coal Company - India
- London Commodity Brokers - England
- Ind-Barath Power Infra Limited - India
- San Jose City I Power Corp, Philippines
- Jaiprakash Power Ventures ltd
- TNB Fuel Sdn Bhd - Malaysia
- Semirara Mining and Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- McConnell Dowell - Australia
- Ministry of Finance - Indonesia
- Bhatia International Limited - India
- Indian Energy Exchange, India
- Indian Oil Corporation Limited
- Attock Cement Pakistan Limited
- Commonwealth Bank - Australia
- Gujarat Mineral Development Corp Ltd - India
- Merrill Lynch Commodities Europe
- Siam City Cement - Thailand
- GMR Energy Limited - India
- Marubeni Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parry Sugars Refinery, India
- Karaikal Port Pvt Ltd - India
- Thiess Contractors Indonesia
- Georgia Ports Authority, United States
- Vizag Seaport Private Limited - India
- Salva Resources Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Port Waratah Coal Services - Australia
- Videocon Industries ltd - India
- Wood Mackenzie - Singapore
- Eastern Coal Council - USA
- Leighton Contractors Pty Ltd - Australia
- Energy Link Ltd, New Zealand
- Iligan Light & Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Globalindo Alam Lestari - Indonesia
- Africa Commodities Group - South Africa
- International Coal Ventures Pvt Ltd - India
- Mintek Dendrill Indonesia
- Riau Bara Harum - Indonesia
- Indogreen Group - Indonesia
- Coal and Oil Company - UAE
- Medco Energi Mining Internasional
- Cement Manufacturers Association - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Oldendorff Carriers - Singapore
- Electricity Authority, New Zealand
- Kideco Jaya Agung - Indonesia
- Coastal Gujarat Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Global Coal Blending Company Limited - Australia
- VISA Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Coalindo Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Borneo Indobara - Indonesia
- Sindya Power Generating Company Private Ltd
- PTC India Limited - India
- AsiaOL BioFuels Corp., Philippines
- Vedanta Resources Plc - India
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Bharathi Cement Corporation - India
- Kobexindo Tractors - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Indika Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Anglo American - United Kingdom
- PowerSource Philippines DevCo
- Global Business Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Rashtriya Ispat Nigam Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Bayan Resources Tbk. - Indonesia
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- Kartika Selabumi Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Xindia Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Indo Tambangraya Megah - Indonesia
- The State Trading Corporation of India Ltd
- TeaM Sual Corporation - Philippines
- SMC Global Power, Philippines
- Star Paper Mills Limited - India
- Holcim Trading Pte Ltd - Singapore
- Binh Thuan Hamico - Vietnam
- Singapore Mercantile Exchange
- Kepco SPC Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- GN Power Mariveles Coal Plant, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Commodity Traders Exchange
- Cigading International Bulk Terminal - Indonesia
- White Energy Company Limited
- Aboitiz Power Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Price Waterhouse Coopers - Russia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Baramulti Group, Indonesia
- Rio Tinto Coal - Australia
- India Bulls Power Limited - India
- Mercuria Energy - Indonesia
- Sakthi Sugars Limited - India
- PNOC Exploration Corporation - Philippines
- Chamber of Mines of South Africa
- Samtan Co., Ltd - South Korea
- Interocean Group of Companies - India
- The Treasury - Australian Government
- Romanian Commodities Exchange
- Tamil Nadu electricity Board
- Eastern Energy - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Minerals Council of Australia
- The University of Queensland
- Planning Commission, India
- Australian Coal Association
- Ministry of Mines - Canada
- Kapuas Tunggal Persada - Indonesia
- SMG Consultants - Indonesia
- Siam City Cement PLC, Thailand
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Sinarmas Energy and Mining - Indonesia
- Altura Mining Limited, Indonesia
- Independent Power Producers Association of India
- Bangladesh Power Developement Board
- OPG Power Generation Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Petron Corporation, Philippines
- Manunggal Multi Energi - Indonesia
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