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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, 05 May 16
DRY BULK MARKET ON REVERSE MODE, AS HOLIDAYS AROUND THE WORLD HURT DEMAND - HELLENIC SHIPPING NEWS
The dry bulk market’s recent rally has been put on a temporary hold, as various holidays around the world have put a stop in it. In its lates ...
Wednesday, 04 May 16
COAL IMPORTS: A VOLATILE MATTER OR STILL POWERING DOWN? - CLARKSONS
Chinese coal imports decreased significantly in 2014-15, and so far in 2016 the pace of decline appears to have slowed, with imports even recording ...
Wednesday, 04 May 16
IS THE DRY BULK MARKET OUT OF THE WOODS YET, OR NOT? - HELLENIC SHIPPING NEWS
Things are beginning to brighten up in the beleaguered dry bulk market, which is riding on a multi-week rally to find itself around the “psyc ...
Wednesday, 04 May 16
POWER - WEEK: REAL EXAMPLES AND CASE STUDIES
POWER WEEK
7 - 11 November 2016, PARKROYAL on Beach Road Hotel, Singapore
www.power-week.com
Overview
Designed for the global e ...
Tuesday, 03 May 16
HOW TO AVOID THE LATEST CARGO FRAUDS - BIMCO
BIMCO receives regular reports from members around the world about cargo fraud. This week alone we have had two reports of cargoes being fixed (or ...
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- Latin American Coal - Colombia
- Petrochimia International Co. Ltd.- Taiwan
- Global Business Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Deloitte Consulting - India
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Kumho Petrochemical, South Korea
- Miang Besar Coal Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bharathi Cement Corporation - India
- Goldman Sachs - Singapore
- Sarangani Energy Corporation, Philippines
- McConnell Dowell - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Interocean Group of Companies - India
- South Luzon Thermal Energy Corporation
- Krishnapatnam Port Company Ltd. - India
- Price Waterhouse Coopers - Russia
- ICICI Bank Limited - India
- European Bulk Services B.V. - Netherlands
- Medco Energi Mining Internasional
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Pendopo Energi Batubara - Indonesia
- Malabar Cements Ltd - India
- Makarim & Taira - Indonesia
- The Treasury - Australian Government
- Australian Coal Association
- Vijayanagar Sugar Pvt Ltd - India
- Marubeni Corporation - India
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Kideco Jaya Agung - Indonesia
- The University of Queensland
- Siam City Cement PLC, Thailand
- Maheswari Brothers Coal Limited - India
- Sinarmas Energy and Mining - Indonesia
- Parliament of New Zealand
- VISA Power Limited - India
- Directorate Of Revenue Intelligence - India
- Aditya Birla Group - India
- International Coal Ventures Pvt Ltd - India
- CNBM International Corporation - China
- Banpu Public Company Limited - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- GN Power Mariveles Coal Plant, Philippines
- Indogreen Group - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Bukit Makmur.PT - Indonesia
- Indonesian Coal Mining Association
- Ministry of Transport, Egypt
- Power Finance Corporation Ltd., India
- Meenaskhi Energy Private Limited - India
- Lanco Infratech Ltd - India
- Salva Resources Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Meralco Power Generation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Bhatia International Limited - India
- San Jose City I Power Corp, Philippines
- Energy Link Ltd, New Zealand
- Ministry of Finance - Indonesia
- Borneo Indobara - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Therma Luzon, Inc, Philippines
- Australian Commodity Traders Exchange
- Bhoruka Overseas - Indonesia
- Posco Energy - South Korea
- SMC Global Power, Philippines
- Wood Mackenzie - Singapore
- Chamber of Mines of South Africa
- Ambuja Cements Ltd - India
- Vedanta Resources Plc - India
- Trasteel International SA, Italy
- Bukit Baiduri Energy - Indonesia
- Singapore Mercantile Exchange
- Wilmar Investment Holdings
- SN Aboitiz Power Inc, Philippines
- Sindya Power Generating Company Private Ltd
- GMR Energy Limited - India
- Kepco SPC Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Carbofer General Trading SA - India
- Eastern Coal Council - USA
- Eastern Energy - Thailand
- Baramulti Group, Indonesia
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- Orica Australia Pty. Ltd.
- Bahari Cakrawala Sebuku - Indonesia
- Attock Cement Pakistan Limited
- Videocon Industries ltd - India
- Mercuria Energy - Indonesia
- PowerSource Philippines DevCo
- ASAPP Information Group - India
- Minerals Council of Australia
- Indian Energy Exchange, India
- The State Trading Corporation of India Ltd
- MS Steel International - UAE
- Star Paper Mills Limited - India
- Thiess Contractors Indonesia
- Essar Steel Hazira Ltd - India
- Georgia Ports Authority, United States
- Larsen & Toubro Limited - India
- SMG Consultants - Indonesia
- Tamil Nadu electricity Board
- Riau Bara Harum - Indonesia
- Commonwealth Bank - Australia
- Semirara Mining and Power Corporation, Philippines
- Romanian Commodities Exchange
- GAC Shipping (India) Pvt Ltd
- CIMB Investment Bank - Malaysia
- Ceylon Electricity Board - Sri Lanka
- PetroVietnam Power Coal Import and Supply Company
- Antam Resourcindo - Indonesia
- Central Java Power - Indonesia
- Mjunction Services Limited - India
- Vizag Seaport Private Limited - India
- Cement Manufacturers Association - India
- Chettinad Cement Corporation Ltd - India
- Mintek Dendrill Indonesia
- Thai Mozambique Logistica
- PTC India Limited - India
- Renaissance Capital - South Africa
- Africa Commodities Group - South Africa
- Electricity Authority, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Tata Chemicals Ltd - India
- Sical Logistics Limited - India
- Indika Energy - Indonesia
- Coalindo Energy - Indonesia
- Agrawal Coal Company - India
- New Zealand Coal & Carbon
- White Energy Company Limited
- Cigading International Bulk Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Rio Tinto Coal - Australia
- Siam City Cement - Thailand
- Sojitz Corporation - Japan
- AsiaOL BioFuels Corp., Philippines
- Kohat Cement Company Ltd. - Pakistan
- Energy Development Corp, Philippines
- Barasentosa Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Gujarat Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- Global Green Power PLC Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- Straits Asia Resources Limited - Singapore
- Sakthi Sugars Limited - India
- Altura Mining Limited, Indonesia
- Jindal Steel & Power Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Toyota Tsusho Corporation, Japan
- Intertek Mineral Services - Indonesia
- Coal and Oil Company - UAE
- Parry Sugars Refinery, India
- Orica Mining Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ministry of Mines - Canada
- Economic Council, Georgia
- IEA Clean Coal Centre - UK
- Anglo American - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Planning Commission, India
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- Uttam Galva Steels Limited - India
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- Metalloyd Limited - United Kingdom
- Gujarat Sidhee Cement - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Oil Corporation Limited
- Kaltim Prima Coal - Indonesia
- Dalmia Cement Bharat India
- Karaikal Port Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Merrill Lynch Commodities Europe
- Bayan Resources Tbk. - Indonesia
- Central Electricity Authority - India
- Kapuas Tunggal Persada - Indonesia
- Iligan Light & Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- GVK Power & Infra Limited - India
- Standard Chartered Bank - UAE
- London Commodity Brokers - England
- Coastal Gujarat Power Limited - India
- Bangladesh Power Developement Board
- IHS Mccloskey Coal Group - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhushan Steel Limited - India
- Ind-Barath Power Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Manunggal Multi Energi - Indonesia
- India Bulls Power Limited - India
- Edison Trading Spa - Italy
- Global Coal Blending Company Limited - Australia
- Formosa Plastics Group - Taiwan
- Port Waratah Coal Services - Australia
- Kartika Selabumi Mining - Indonesia
- Independent Power Producers Association of India
- TeaM Sual Corporation - Philippines
- Sree Jayajothi Cements Limited - India
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