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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, 19 May 16
AUSTRALIAN IRON ORE CARGOES PUSHED UP THE FREIGHT RATES FOR CAPE THIS WEEK - FEARNLEYS
Cape
It has been a big jump in the freight rates for Cape size this week, says Fearnleys in its latest weekly report. All of the Australian iron ...
Thursday, 19 May 16
DISPUTE OVER VAT ON COAL DRAGS ON, CAUSING DOUBLE-BLOW TO MINERS - JP
The dispute over the value-added tax ( VAT ) mechanism between coal miners operating under third-generation contracts and the Finance Ministry&rsqu ...
Wednesday, 18 May 16
DRY BULK OUTLOOK REMAINS GLOOMY SAYS DANISH SHIP FINANCE, AS SHIPPING NEEDS TO RETHINK BUSINESS MODEL - HELLENIC SHIPPING
Our Shipping Market Review – May 2016 is devoted to the fourth industrial revolution. To understand the truly disruptive nature of the fourth ...
Wednesday, 18 May 16
LONG TERM FUNDAMENTALS ARE SLOWLY IMPROVING FOR THE DRY BULK MARKET - INTERMODAL
As we are approaching the end of the first half of the year, there is a number of market participants over at the dry bulk sector that have started ...
Tuesday, 17 May 16
INDONESIAN COAL PRICE REFERENCE DECLINE AGAIN
COALspot.com: The Indonesia Coal Benchmark Price declined in May 2016.
The Director General of Mineral and Coal of Indonesia, the regulator of ...
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Showing 2426 to 2430 news of total 6871 |
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- Directorate General of MIneral and Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Salva Resources Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Therma Luzon, Inc, Philippines
- Videocon Industries ltd - India
- Bhushan Steel Limited - India
- Eastern Energy - Thailand
- Carbofer General Trading SA - India
- The Treasury - Australian Government
- Kaltim Prima Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Posco Energy - South Korea
- Makarim & Taira - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Marubeni Corporation - India
- Dalmia Cement Bharat India
- Simpson Spence & Young - Indonesia
- Romanian Commodities Exchange
- ICICI Bank Limited - India
- OPG Power Generation Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- Power Finance Corporation Ltd., India
- Siam City Cement PLC, Thailand
- Lanco Infratech Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Generating Authority of Thailand
- Alfred C Toepfer International GmbH - Germany
- PetroVietnam Power Coal Import and Supply Company
- Metalloyd Limited - United Kingdom
- Africa Commodities Group - South Africa
- Bukit Makmur.PT - Indonesia
- Larsen & Toubro Limited - India
- Thiess Contractors Indonesia
- PowerSource Philippines DevCo
- Bayan Resources Tbk. - Indonesia
- Planning Commission, India
- Rashtriya Ispat Nigam Limited - India
- CIMB Investment Bank - Malaysia
- ASAPP Information Group - India
- Vijayanagar Sugar Pvt Ltd - India
- Meralco Power Generation, Philippines
- Latin American Coal - Colombia
- SMC Global Power, Philippines
- Anglo American - United Kingdom
- PNOC Exploration Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- Interocean Group of Companies - India
- Essar Steel Hazira Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Parry Sugars Refinery, India
- Indo Tambangraya Megah - Indonesia
- Star Paper Mills Limited - India
- Bukit Baiduri Energy - Indonesia
- Bhatia International Limited - India
- San Jose City I Power Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Madhucon Powers Ltd - India
- Samtan Co., Ltd - South Korea
- The University of Queensland
- Formosa Plastics Group - Taiwan
- IHS Mccloskey Coal Group - USA
- Electricity Authority, New Zealand
- Minerals Council of Australia
- Central Electricity Authority - India
- Altura Mining Limited, Indonesia
- Wood Mackenzie - Singapore
- Kapuas Tunggal Persada - Indonesia
- Indogreen Group - Indonesia
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- Indian Oil Corporation Limited
- Independent Power Producers Association of India
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Edison Trading Spa - Italy
- Tata Chemicals Ltd - India
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- Aditya Birla Group - India
- Cement Manufacturers Association - India
- Thai Mozambique Logistica
- Deloitte Consulting - India
- Grasim Industreis Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Riau Bara Harum - Indonesia
- Economic Council, Georgia
- Parliament of New Zealand
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Agrawal Coal Company - India
- Ministry of Finance - Indonesia
- Petron Corporation, Philippines
- Mintek Dendrill Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bharathi Cement Corporation - India
- Malabar Cements Ltd - India
- Indian Energy Exchange, India
- TeaM Sual Corporation - Philippines
- Sojitz Corporation - Japan
- Straits Asia Resources Limited - Singapore
- Indonesian Coal Mining Association
- Timah Investasi Mineral - Indoneisa
- SMG Consultants - Indonesia
- Rio Tinto Coal - Australia
- Mercator Lines Limited - India
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- Meenaskhi Energy Private Limited - India
- Sarangani Energy Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Maheswari Brothers Coal Limited - India
- Leighton Contractors Pty Ltd - Australia
- India Bulls Power Limited - India
- Eastern Coal Council - USA
- European Bulk Services B.V. - Netherlands
- Orica Australia Pty. Ltd.
- GVK Power & Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Intertek Mineral Services - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Trasteel International SA, Italy
- Uttam Galva Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Jorong Barutama Greston.PT - Indonesia
- Globalindo Alam Lestari - Indonesia
- Commonwealth Bank - Australia
- Australian Commodity Traders Exchange
- Karaikal Port Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Vizag Seaport Private Limited - India
- Merrill Lynch Commodities Europe
- Energy Development Corp, Philippines
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- Sindya Power Generating Company Private Ltd
- GN Power Mariveles Coal Plant, Philippines
- Ind-Barath Power Infra Limited - India
- Bangladesh Power Developement Board
- The State Trading Corporation of India Ltd
- White Energy Company Limited
- Heidelberg Cement - Germany
- London Commodity Brokers - England
- Global Green Power PLC Corporation, Philippines
- VISA Power Limited - India
- Ministry of Transport, Egypt
- Energy Link Ltd, New Zealand
- Attock Cement Pakistan Limited
- Global Business Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Ceylon Electricity Board - Sri Lanka
- GMR Energy Limited - India
- MS Steel International - UAE
- Vedanta Resources Plc - India
- Chamber of Mines of South Africa
- Barasentosa Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Australian Coal Association
- Tamil Nadu electricity Board
- Indika Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Medco Energi Mining Internasional
- GAC Shipping (India) Pvt Ltd
- CNBM International Corporation - China
- New Zealand Coal & Carbon
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Neyveli Lignite Corporation Ltd, - India
- AsiaOL BioFuels Corp., Philippines
- Singapore Mercantile Exchange
- Chettinad Cement Corporation Ltd - India
- Siam City Cement - Thailand
- Orica Mining Services - Indonesia
- PTC India Limited - India
- Georgia Ports Authority, United States
- International Coal Ventures Pvt Ltd - India
- Central Java Power - Indonesia
- Ambuja Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Coalindo Energy - Indonesia
- Coal and Oil Company - UAE
- Sical Logistics Limited - India
- Borneo Indobara - Indonesia
- Global Coal Blending Company Limited - Australia
- Binh Thuan Hamico - Vietnam
- Ministry of Mines - Canada
- Kumho Petrochemical, South Korea
- Oldendorff Carriers - Singapore
- Banpu Public Company Limited - Thailand
- Cigading International Bulk Terminal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Standard Chartered Bank - UAE
- Bhoruka Overseas - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- Wilmar Investment Holdings
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sakthi Sugars Limited - India
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