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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, 27 May 16
PET-COKE IMPORTS TO FACE PRESSURE IN INDIA
COALspot.com: An Indian environmental activist moved the National Green Tribunal seeking ban on the use of all forms of petroleum coke, also called ...
Friday, 27 May 16
US COAL PRODUCTION ROSE 2.9% WOW, ACCORDING TO EIA
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 11.7 million short tons (mm ...
Thursday, 26 May 16
GIANT ORE CARRIERS SET TO PLAY A BIGGER ROLE IN THE GLOBAL SHIPPING FLEET: CHINA EMBRACES VALEMAXES - RICHARD SCOTT
Another phase of the giant ships era is approaching. Chinese shipowners placed orders recently for 30 huge ‘valemax’ ore carriers. Thes ...
Wednesday, 25 May 16
MEDIATION AS A WAY TO RESOLVE DISPUTES IN THE SHIPPING INDUSTRY - LANA JACOBS
KNOWLEDGE TO ELEVATE
The shipping market is currently experiencing a serious recession with the Baltic Dry Index and Baltic Capesize Index bot ...
Wednesday, 25 May 16
DRY BULK SNP MARKET DISPLAYS SIGNS OF STRENGTH - GEORGE ILIOPOULOS
Only a couple of weeks away from the world’s most prominent maritime event, the market for tankers displays an evident lack of confidence in ...
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Showing 2416 to 2420 news of total 6871 |
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- Rio Tinto Coal - Australia
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Trasteel International SA, Italy
- Parliament of New Zealand
- Medco Energi Mining Internasional
- Aditya Birla Group - India
- Mercuria Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- Billiton Holdings Pty Ltd - Australia
- Central Electricity Authority - India
- Malabar Cements Ltd - India
- London Commodity Brokers - England
- The University of Queensland
- Kaltim Prima Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Indian Oil Corporation Limited
- Deloitte Consulting - India
- Commonwealth Bank - Australia
- Sindya Power Generating Company Private Ltd
- Aboitiz Power Corporation - Philippines
- ICICI Bank Limited - India
- Edison Trading Spa - Italy
- Global Coal Blending Company Limited - Australia
- Bulk Trading Sa - Switzerland
- Sical Logistics Limited - India
- Globalindo Alam Lestari - Indonesia
- Tata Chemicals Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Indian Energy Exchange, India
- Directorate Of Revenue Intelligence - India
- International Coal Ventures Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Barasentosa Lestari - Indonesia
- PTC India Limited - India
- Independent Power Producers Association of India
- GVK Power & Infra Limited - India
- Agrawal Coal Company - India
- Intertek Mineral Services - Indonesia
- Salva Resources Pvt Ltd - India
- India Bulls Power Limited - India
- Tamil Nadu electricity Board
- Kartika Selabumi Mining - Indonesia
- Renaissance Capital - South Africa
- SMG Consultants - Indonesia
- Thiess Contractors Indonesia
- Bukit Baiduri Energy - Indonesia
- Ambuja Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Africa Commodities Group - South Africa
- Alfred C Toepfer International GmbH - Germany
- Dalmia Cement Bharat India
- Indogreen Group - Indonesia
- Kobexindo Tractors - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Wood Mackenzie - Singapore
- McConnell Dowell - Australia
- Thai Mozambique Logistica
- GN Power Mariveles Coal Plant, Philippines
- Grasim Industreis Ltd - India
- Siam City Cement PLC, Thailand
- SMC Global Power, Philippines
- Romanian Commodities Exchange
- Leighton Contractors Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- Lanco Infratech Ltd - India
- European Bulk Services B.V. - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Coalindo Energy - Indonesia
- Riau Bara Harum - Indonesia
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Meenaskhi Energy Private Limited - India
- Port Waratah Coal Services - Australia
- Vizag Seaport Private Limited - India
- Videocon Industries ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- White Energy Company Limited
- Semirara Mining and Power Corporation, Philippines
- Vedanta Resources Plc - India
- Sarangani Energy Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Bharathi Cement Corporation - India
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Mercator Lines Limited - India
- Straits Asia Resources Limited - Singapore
- Bangladesh Power Developement Board
- PowerSource Philippines DevCo
- Sinarmas Energy and Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Bhatia International Limited - India
- Holcim Trading Pte Ltd - Singapore
- Timah Investasi Mineral - Indoneisa
- Kideco Jaya Agung - Indonesia
- Manunggal Multi Energi - Indonesia
- Sojitz Corporation - Japan
- Iligan Light & Power Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Indika Energy - Indonesia
- Global Business Power Corporation, Philippines
- Parry Sugars Refinery, India
- Latin American Coal - Colombia
- Interocean Group of Companies - India
- Ministry of Transport, Egypt
- San Jose City I Power Corp, Philippines
- Energy Development Corp, Philippines
- Orica Australia Pty. Ltd.
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Goldman Sachs - Singapore
- Attock Cement Pakistan Limited
- ASAPP Information Group - India
- Eastern Coal Council - USA
- Gujarat Sidhee Cement - India
- IHS Mccloskey Coal Group - USA
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Krishnapatnam Port Company Ltd. - India
- Kohat Cement Company Ltd. - Pakistan
- Economic Council, Georgia
- The Treasury - Australian Government
- Ministry of Mines - Canada
- Therma Luzon, Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- CIMB Investment Bank - Malaysia
- Miang Besar Coal Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Karbindo Abesyapradhi - Indoneisa
- Price Waterhouse Coopers - Russia
- Standard Chartered Bank - UAE
- Kalimantan Lumbung Energi - Indonesia
- Petron Corporation, Philippines
- New Zealand Coal & Carbon
- Wilmar Investment Holdings
- Georgia Ports Authority, United States
- VISA Power Limited - India
- Bukit Makmur.PT - Indonesia
- Mintek Dendrill Indonesia
- Baramulti Group, Indonesia
- Orica Mining Services - Indonesia
- Singapore Mercantile Exchange
- Sakthi Sugars Limited - India
- Anglo American - United Kingdom
- Ministry of Finance - Indonesia
- South Luzon Thermal Energy Corporation
- PNOC Exploration Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- GAC Shipping (India) Pvt Ltd
- Minerals Council of Australia
- Metalloyd Limited - United Kingdom
- Altura Mining Limited, Indonesia
- Cement Manufacturers Association - India
- Petrochimia International Co. Ltd.- Taiwan
- Power Finance Corporation Ltd., India
- Antam Resourcindo - Indonesia
- Coal and Oil Company - UAE
- IEA Clean Coal Centre - UK
- Makarim & Taira - Indonesia
- Banpu Public Company Limited - Thailand
- Samtan Co., Ltd - South Korea
- Kumho Petrochemical, South Korea
- Kepco SPC Power Corporation, Philippines
- Planning Commission, India
- Ind-Barath Power Infra Limited - India
- Energy Link Ltd, New Zealand
- Carbofer General Trading SA - India
- Central Java Power - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Binh Thuan Hamico - Vietnam
- CNBM International Corporation - China
- LBH Netherlands Bv - Netherlands
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Bhushan Steel Limited - India
- Star Paper Mills Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Uttam Galva Steels Limited - India
- Indonesian Coal Mining Association
- Marubeni Corporation - India
- Siam City Cement - Thailand
- Australian Coal Association
- TeaM Sual Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- MS Steel International - UAE
- Electricity Authority, New Zealand
- Sree Jayajothi Cements Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Australian Commodity Traders Exchange
- Simpson Spence & Young - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Meralco Power Generation, Philippines
- Essar Steel Hazira Ltd - India
- Merrill Lynch Commodities Europe
- Mjunction Services Limited - India
- Heidelberg Cement - Germany
- Xindia Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
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