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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, 14 April 16
AUSTRALIAN MINING SERVICES SECTOR SQUEEZED BY MINERS' COST CUTS - FITCH RATINGS
Fitch Ratings says mining services companies' revenues and margins will remain under pressure as miners continue to focus on reducing costs ami ...
Thursday, 14 April 16
DRY BULKERS' PRICES COULD BE HEADING UPWARDS AS BUYERS' APPETITE INCREASES - HELLENIC SHIPPING NEWS
Investment sentiment is beginning to trend upwards in the market for second hand dry bulk carriers. According to the latest weekly report from ship ...
Wednesday, 13 April 16
U.S COAL PRODUCTION IS EXPECTED TO DECREASE BY 16 PER CENT IN 2016; THE LARGEST ANNUAL PERCENTAGE DECLINE SINCE 1958 - EIA
EIA estimates that U.S. coal production in March 2016 was 52 million short tons (MMst), a 2 MMst (4%) decrease from the previous month and 29 MMst ...
Tuesday, 12 April 16
INDONESIA COAL BENCHMARK PRICE INCREASES FOR SECOND STRAIGHT MONTH
COALspot.com: The Indonesia Coal Benchmark Price Increases For Second Straight Month in April 2016.
The Director General of Mine ...
Tuesday, 12 April 16
NO FURTHER SIGNIFICANT COAL PRICE DECLINES IN THE FUTURE - FITCH
COALspot.com: Fitch does not expect further significant coal price declines because producers sector-wide are suffering losses while China and Indo ...
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Showing 2476 to 2480 news of total 6871 |
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- Star Paper Mills Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Simpson Spence & Young - Indonesia
- Bhushan Steel Limited - India
- Eastern Energy - Thailand
- Central Java Power - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercator Lines Limited - India
- Sakthi Sugars Limited - India
- Medco Energi Mining Internasional
- Tata Chemicals Ltd - India
- Port Waratah Coal Services - Australia
- Independent Power Producers Association of India
- Cigading International Bulk Terminal - Indonesia
- Global Business Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Interocean Group of Companies - India
- Gujarat Sidhee Cement - India
- Kohat Cement Company Ltd. - Pakistan
- Thiess Contractors Indonesia
- CNBM International Corporation - China
- Vedanta Resources Plc - India
- Formosa Plastics Group - Taiwan
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- Goldman Sachs - Singapore
- The University of Queensland
- Jorong Barutama Greston.PT - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Savvy Resources Ltd - HongKong
- Kideco Jaya Agung - Indonesia
- Siam City Cement PLC, Thailand
- Altura Mining Limited, Indonesia
- International Coal Ventures Pvt Ltd - India
- MS Steel International - UAE
- Binh Thuan Hamico - Vietnam
- Ambuja Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Standard Chartered Bank - UAE
- Rashtriya Ispat Nigam Limited - India
- McConnell Dowell - Australia
- ASAPP Information Group - India
- Kaltim Prima Coal - Indonesia
- Thai Mozambique Logistica
- Essar Steel Hazira Ltd - India
- Chamber of Mines of South Africa
- Romanian Commodities Exchange
- Borneo Indobara - Indonesia
- Uttam Galva Steels Limited - India
- GVK Power & Infra Limited - India
- Indogreen Group - Indonesia
- Sical Logistics Limited - India
- Maharashtra Electricity Regulatory Commission - India
- White Energy Company Limited
- TNB Fuel Sdn Bhd - Malaysia
- Globalindo Alam Lestari - Indonesia
- Bharathi Cement Corporation - India
- Orica Australia Pty. Ltd.
- Parry Sugars Refinery, India
- Neyveli Lignite Corporation Ltd, - India
- Iligan Light & Power Inc, Philippines
- Parliament of New Zealand
- Mintek Dendrill Indonesia
- Global Coal Blending Company Limited - Australia
- Billiton Holdings Pty Ltd - Australia
- Bangladesh Power Developement Board
- Toyota Tsusho Corporation, Japan
- Kepco SPC Power Corporation, Philippines
- Agrawal Coal Company - India
- PNOC Exploration Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Aditya Birla Group - India
- Salva Resources Pvt Ltd - India
- SMG Consultants - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Banpu Public Company Limited - Thailand
- IEA Clean Coal Centre - UK
- Price Waterhouse Coopers - Russia
- Karaikal Port Pvt Ltd - India
- Latin American Coal - Colombia
- Grasim Industreis Ltd - India
- Energy Development Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- TeaM Sual Corporation - Philippines
- Aboitiz Power Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- Dalmia Cement Bharat India
- Attock Cement Pakistan Limited
- Meenaskhi Energy Private Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Wilmar Investment Holdings
- Baramulti Group, Indonesia
- Bhatia International Limited - India
- Ministry of Finance - Indonesia
- Africa Commodities Group - South Africa
- Straits Asia Resources Limited - Singapore
- India Bulls Power Limited - India
- Eastern Coal Council - USA
- Bhoruka Overseas - Indonesia
- Cement Manufacturers Association - India
- Bukit Baiduri Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Minerals Council of Australia
- Electricity Generating Authority of Thailand
- Indian Energy Exchange, India
- Bulk Trading Sa - Switzerland
- Semirara Mining and Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Ind-Barath Power Infra Limited - India
- Renaissance Capital - South Africa
- Leighton Contractors Pty Ltd - Australia
- Heidelberg Cement - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Oil Corporation Limited
- Indo Tambangraya Megah - Indonesia
- Sree Jayajothi Cements Limited - India
- SMC Global Power, Philippines
- Jaiprakash Power Ventures ltd
- Australian Commodity Traders Exchange
- GN Power Mariveles Coal Plant, Philippines
- PTC India Limited - India
- Wood Mackenzie - Singapore
- Kapuas Tunggal Persada - Indonesia
- Deloitte Consulting - India
- Miang Besar Coal Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Posco Energy - South Korea
- Sinarmas Energy and Mining - Indonesia
- Xindia Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Singapore Mercantile Exchange
- Bahari Cakrawala Sebuku - Indonesia
- SN Aboitiz Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Global Green Power PLC Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Sojitz Corporation - Japan
- Electricity Authority, New Zealand
- Planning Commission, India
- Ministry of Mines - Canada
- Edison Trading Spa - Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kumho Petrochemical, South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- ICICI Bank Limited - India
- Ministry of Transport, Egypt
- Semirara Mining Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Intertek Mineral Services - Indonesia
- Orica Mining Services - Indonesia
- Marubeni Corporation - India
- San Jose City I Power Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Directorate Of Revenue Intelligence - India
- Coalindo Energy - Indonesia
- Indonesian Coal Mining Association
- Siam City Cement - Thailand
- Krishnapatnam Port Company Ltd. - India
- Tamil Nadu electricity Board
- The Treasury - Australian Government
- GMR Energy Limited - India
- London Commodity Brokers - England
- Madhucon Powers Ltd - India
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- Kobexindo Tractors - Indoneisa
- Georgia Ports Authority, United States
- New Zealand Coal & Carbon
- Antam Resourcindo - Indonesia
- Jindal Steel & Power Ltd - India
- Bukit Makmur.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- OPG Power Generation Pvt Ltd - India
- Videocon Industries ltd - India
- The State Trading Corporation of India Ltd
- Coal and Oil Company - UAE
- Sarangani Energy Corporation, Philippines
- Larsen & Toubro Limited - India
- PowerSource Philippines DevCo
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Energy Link Ltd, New Zealand
- Lanco Infratech Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Merrill Lynch Commodities Europe
- Coastal Gujarat Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Economic Council, Georgia
- VISA Power Limited - India
- Commonwealth Bank - Australia
- Meralco Power Generation, Philippines
- Maheswari Brothers Coal Limited - India
- Petron Corporation, Philippines
- Malabar Cements Ltd - India
- Makarim & Taira - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Chettinad Cement Corporation Ltd - India
- Oldendorff Carriers - Singapore
- Trasteel International SA, Italy
- Vijayanagar Sugar Pvt Ltd - India
- Power Finance Corporation Ltd., India
- South Luzon Thermal Energy Corporation
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indika Energy - Indonesia
- Mercuria Energy - Indonesia
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