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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, 27 June 16
INDONESIA BANS (AGAIN) SHIPS SAILING TO THE PHILIPPINES FROM INDONESIA
COALspot.com: The Indonesian Transport Ministry strictly prohibited harbour masters issuing permits to all Indonesian-flagged vessels bound for the ...
Friday, 24 June 16
U.S WEEKLY COAL PRODUCTION UP MARGINALLY
COALspot.com – U.S, world’s one of the largest coal producers has produced approximately totalled an estimated 13.4 million short tons ...
Wednesday, 22 June 16
SMALL RISE IN SHIPPING CONFIDENCE - MOORE STEPHENS
In May 2016, the average confidence level expressed by respondents in the markets in which they operate was 5.1 on a scale of 1 (low) to 10 (high). ...
Wednesday, 22 June 16
SHIPPING MARKET INSIGHT - NASSOS SOULAKIS
Stagnation- With the BDI stuck in the low 600 points for almost a month now, if we had to choose a word to describe the state of the Dry Bulk freig ...
Monday, 20 June 16
CS COAL INDICES CONTINUE UPWARD TREND SINCE END APRIL
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up again by 0.05 percent week over week to averaging $39.39 per ton this past we ...
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Showing 2386 to 2390 news of total 6871 |
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- Singapore Mercantile Exchange
- Orica Mining Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- Miang Besar Coal Terminal - Indonesia
- Romanian Commodities Exchange
- Merrill Lynch Commodities Europe
- Barasentosa Lestari - Indonesia
- Petron Corporation, Philippines
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- Mintek Dendrill Indonesia
- Karaikal Port Pvt Ltd - India
- Madhucon Powers Ltd - India
- Samtan Co., Ltd - South Korea
- Bhatia International Limited - India
- Indika Energy - Indonesia
- Electricity Authority, New Zealand
- Binh Thuan Hamico - Vietnam
- ASAPP Information Group - India
- Indo Tambangraya Megah - Indonesia
- Lanco Infratech Ltd - India
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Makarim & Taira - Indonesia
- Kaltim Prima Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Aditya Birla Group - India
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- Sinarmas Energy and Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indian Oil Corporation Limited
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- Trasteel International SA, Italy
- Gujarat Sidhee Cement - India
- Altura Mining Limited, Indonesia
- Edison Trading Spa - Italy
- South Luzon Thermal Energy Corporation
- Coastal Gujarat Power Limited - India
- Mercator Lines Limited - India
- Bukit Makmur.PT - Indonesia
- Kumho Petrochemical, South Korea
- OPG Power Generation Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Chamber of Mines of South Africa
- Kideco Jaya Agung - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bhushan Steel Limited - India
- Coal and Oil Company - UAE
- Ambuja Cements Ltd - India
- Indonesian Coal Mining Association
- Bayan Resources Tbk. - Indonesia
- Meenaskhi Energy Private Limited - India
- Interocean Group of Companies - India
- Jaiprakash Power Ventures ltd
- Kobexindo Tractors - Indoneisa
- International Coal Ventures Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Carbofer General Trading SA - India
- New Zealand Coal & Carbon
- Kartika Selabumi Mining - Indonesia
- Siam City Cement - Thailand
- CIMB Investment Bank - Malaysia
- Australian Commodity Traders Exchange
- Therma Luzon, Inc, Philippines
- Videocon Industries ltd - India
- The University of Queensland
- Electricity Generating Authority of Thailand
- The Treasury - Australian Government
- Kepco SPC Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Intertek Mineral Services - Indonesia
- Wood Mackenzie - Singapore
- Bangladesh Power Developement Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Standard Chartered Bank - UAE
- Sree Jayajothi Cements Limited - India
- Australian Coal Association
- Billiton Holdings Pty Ltd - Australia
- Commonwealth Bank - Australia
- Global Business Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Sakthi Sugars Limited - India
- Star Paper Mills Limited - India
- Pendopo Energi Batubara - Indonesia
- Borneo Indobara - Indonesia
- Price Waterhouse Coopers - Russia
- IEA Clean Coal Centre - UK
- Georgia Ports Authority, United States
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- GN Power Mariveles Coal Plant, Philippines
- Marubeni Corporation - India
- Indian Energy Exchange, India
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Electricity Regulatory Commission - India
- Wilmar Investment Holdings
- Iligan Light & Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Bharathi Cement Corporation - India
- Simpson Spence & Young - Indonesia
- Minerals Council of Australia
- Tata Chemicals Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Africa Commodities Group - South Africa
- Sical Logistics Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Ceylon Electricity Board - Sri Lanka
- Independent Power Producers Association of India
- Vijayanagar Sugar Pvt Ltd - India
- CNBM International Corporation - China
- Rashtriya Ispat Nigam Limited - India
- Power Finance Corporation Ltd., India
- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- Parry Sugars Refinery, India
- Riau Bara Harum - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Coalindo Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Parliament of New Zealand
- MS Steel International - UAE
- Formosa Plastics Group - Taiwan
- Ministry of Transport, Egypt
- Grasim Industreis Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Eastern Energy - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Thai Mozambique Logistica
- Energy Development Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- LBH Netherlands Bv - Netherlands
- Meralco Power Generation, Philippines
- White Energy Company Limited
- GMR Energy Limited - India
- Port Waratah Coal Services - Australia
- ICICI Bank Limited - India
- SMC Global Power, Philippines
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Renaissance Capital - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Rio Tinto Coal - Australia
- Karbindo Abesyapradhi - Indoneisa
- Xindia Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Vizag Seaport Private Limited - India
- Thiess Contractors Indonesia
- GVK Power & Infra Limited - India
- Goldman Sachs - Singapore
- Savvy Resources Ltd - HongKong
- Heidelberg Cement - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mercuria Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Dalmia Cement Bharat India
- Straits Asia Resources Limited - Singapore
- Medco Energi Mining Internasional
- Bukit Baiduri Energy - Indonesia
- Latin American Coal - Colombia
- Chettinad Cement Corporation Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- Ind-Barath Power Infra Limited - India
- Anglo American - United Kingdom
- Essar Steel Hazira Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Energy Link Ltd, New Zealand
- Global Coal Blending Company Limited - Australia
- Cement Manufacturers Association - India
- Planning Commission, India
- Timah Investasi Mineral - Indoneisa
- Attock Cement Pakistan Limited
- SMG Consultants - Indonesia
- Deloitte Consulting - India
- Mjunction Services Limited - India
- Posco Energy - South Korea
- Semirara Mining Corp, Philippines
- Ministry of Finance - Indonesia
- PTC India Limited - India
- Uttam Galva Steels Limited - India
- Salva Resources Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Central Java Power - Indonesia
- London Commodity Brokers - England
- Malabar Cements Ltd - India
- Tamil Nadu electricity Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The State Trading Corporation of India Ltd
- TNB Fuel Sdn Bhd - Malaysia
- McConnell Dowell - Australia
- Global Green Power PLC Corporation, Philippines
- Agrawal Coal Company - India
- Eastern Coal Council - USA
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Ministry of Mines - Canada
- Economic Council, Georgia
- Manunggal Multi Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- PowerSource Philippines DevCo
- Larsen & Toubro Limited - India
- Banpu Public Company Limited - Thailand
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