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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, 20 June 16
THE BDI HAS FELL 23 POINTS WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities declined this past week. The BDI was fell 3.77 percent fr ...
Friday, 17 June 16
CHINA'S NEW POLICY TO REDUCE WASTE IN RENEWABLE ENERGY - FITCH
Chinese renewable energy producers are likely to benefit from a new policy that guarantees a minimum amount of solar and wind power is purchased in ...
Friday, 17 June 16
KOMIPO INVITES BIDS FOR BITUMINOUS COAL FOR BORYEONG POWER PLANT
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 780,000 Metric Tons of Bituminous Coal for its B ...
Friday, 17 June 16
U.S WEEKLY COAL PRODUCTION UP 7.7% - EIA
COALspot.com – U.S., the world’s one of the largest coal producer has produced approximately totalled an estimated 12.9 million short t ...
Wednesday, 15 June 16
THE DRY BULK PRICES CORRECTED UPWARDS ROUGHLY 15% - KONSTANTINOS KONTOMICHIS
Once more, the international shipping community turned its attention to Greece and more specifically to Attica that hosted Posidonia, the biggest m ...
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- Star Paper Mills Limited - India
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- Independent Power Producers Association of India
- Sinarmas Energy and Mining - Indonesia
- Samtan Co., Ltd - South Korea
- Neyveli Lignite Corporation Ltd, - India
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- Meralco Power Generation, Philippines
- SMC Global Power, Philippines
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
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- Gujarat Electricity Regulatory Commission - India
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- Anglo American - United Kingdom
- Orica Mining Services - Indonesia
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- Vizag Seaport Private Limited - India
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- Bulk Trading Sa - Switzerland
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- Sojitz Corporation - Japan
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- Economic Council, Georgia
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- Edison Trading Spa - Italy
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- Metalloyd Limited - United Kingdom
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- White Energy Company Limited
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- Coal and Oil Company - UAE
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- Billiton Holdings Pty Ltd - Australia
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- Bank of Tokyo Mitsubishi UFJ Ltd
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- Kepco SPC Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Toyota Tsusho Corporation, Japan
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- Indika Energy - Indonesia
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- Manunggal Multi Energi - Indonesia
- Africa Commodities Group - South Africa
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- Parliament of New Zealand
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- Directorate Of Revenue Intelligence - India
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- Petron Corporation, Philippines
- ICICI Bank Limited - India
- ASAPP Information Group - India
- Romanian Commodities Exchange
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- Parry Sugars Refinery, India
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- Indian Oil Corporation Limited
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- Global Business Power Corporation, Philippines
- Planning Commission, India
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- Tata Chemicals Ltd - India
- Formosa Plastics Group - Taiwan
- Mercator Lines Limited - India
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- Larsen & Toubro Limited - India
- Merrill Lynch Commodities Europe
- Posco Energy - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Essar Steel Hazira Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhoruka Overseas - Indonesia
- Siam City Cement - Thailand
- Ministry of Finance - Indonesia
- Kobexindo Tractors - Indoneisa
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- Directorate General of MIneral and Coal - Indonesia
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- Australian Coal Association
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- Semirara Mining and Power Corporation, Philippines
- GMR Energy Limited - India
- Electricity Authority, New Zealand
- Rio Tinto Coal - Australia
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- Chamber of Mines of South Africa
- Alfred C Toepfer International GmbH - Germany
- The State Trading Corporation of India Ltd
- Savvy Resources Ltd - HongKong
- Maharashtra Electricity Regulatory Commission - India
- McConnell Dowell - Australia
- Siam City Cement PLC, Thailand
- MS Steel International - UAE
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- Therma Luzon, Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
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- Indonesian Coal Mining Association
- Makarim & Taira - Indonesia
- IEA Clean Coal Centre - UK
- OPG Power Generation Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Rashtriya Ispat Nigam Limited - India
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- Simpson Spence & Young - Indonesia
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- IHS Mccloskey Coal Group - USA
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