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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, 11 April 16
ON THE TIGHTROPE, IT CAN BE HARD TO KEEP YOUR BALANCE.... - CLARKSONS
Today’s headlines often point towards the impact of the demand side on the state of health of the shipping markets. But despite the fact that ...
Monday, 11 April 16
WEEKLY CS (I) COAL INDEX FOR 5700 GAR COAL UP 0.03 CENTS, OR ABOUT 0.06 PERCENT, TO $48.21 A TON
COALspot.com: Average 5000 GAR coal index of Indonesian origin fell 0.15 percent week over week to averaging $38.82 per ton on this past Friday, ac ...
Monday, 11 April 16
COAL IS NOT THE ENEMY TO FIGHT - ANDREA CLAVARINO, ASSOCARBONI
COALspot.com: “Coal is not the enemy to fight and electricity production from coal has an environmental impact in its lifecycle similar to na ...
Monday, 11 April 16
FORTY INDIAN COAL IMPORTERS UNDER THE DRI SCANNER FOR OVER-INVOICING : HINDU BUSINESS LINE
The Finance Ministry and the Directorate of Revenue Intelligence (DRI) of India are said to have stepped up investigations into the alleged over-in ...
Monday, 11 April 16
BDI ROSE TO ITS HIGHEST LEVEL IN FOUR MONTHS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities continued to rose this week.
The freight market was ...
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- Meenaskhi Energy Private Limited - India
- Orica Mining Services - Indonesia
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Sinarmas Energy and Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Bahari Cakrawala Sebuku - Indonesia
- Star Paper Mills Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Edison Trading Spa - Italy
- Sree Jayajothi Cements Limited - India
- TeaM Sual Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- PTC India Limited - India
- Mjunction Services Limited - India
- Meralco Power Generation, Philippines
- Indonesian Coal Mining Association
- Ministry of Transport, Egypt
- MS Steel International - UAE
- London Commodity Brokers - England
- Barasentosa Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Salva Resources Pvt Ltd - India
- Carbofer General Trading SA - India
- CNBM International Corporation - China
- Videocon Industries ltd - India
- Ministry of Mines - Canada
- Makarim & Taira - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- The University of Queensland
- Sical Logistics Limited - India
- Bulk Trading Sa - Switzerland
- Coastal Gujarat Power Limited - India
- White Energy Company Limited
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- New Zealand Coal & Carbon
- Cigading International Bulk Terminal - Indonesia
- Oldendorff Carriers - Singapore
- SMC Global Power, Philippines
- Electricity Authority, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Kepco SPC Power Corporation, Philippines
- Deloitte Consulting - India
- Heidelberg Cement - Germany
- Parry Sugars Refinery, India
- Timah Investasi Mineral - Indoneisa
- Directorate Of Revenue Intelligence - India
- Ambuja Cements Ltd - India
- Siam City Cement PLC, Thailand
- Semirara Mining and Power Corporation, Philippines
- Wilmar Investment Holdings
- Indika Energy - Indonesia
- Anglo American - United Kingdom
- Metalloyd Limited - United Kingdom
- Aditya Birla Group - India
- Rashtriya Ispat Nigam Limited - India
- Ministry of Finance - Indonesia
- Posco Energy - South Korea
- Orica Australia Pty. Ltd.
- Sarangani Energy Corporation, Philippines
- Bhushan Steel Limited - India
- Indian Oil Corporation Limited
- Global Green Power PLC Corporation, Philippines
- Vedanta Resources Plc - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Ind-Barath Power Infra Limited - India
- Medco Energi Mining Internasional
- Chettinad Cement Corporation Ltd - India
- SMG Consultants - Indonesia
- PowerSource Philippines DevCo
- McConnell Dowell - Australia
- GAC Shipping (India) Pvt Ltd
- The State Trading Corporation of India Ltd
- Central Electricity Authority - India
- Rio Tinto Coal - Australia
- Neyveli Lignite Corporation Ltd, - India
- Ceylon Electricity Board - Sri Lanka
- Banpu Public Company Limited - Thailand
- Tamil Nadu electricity Board
- Gujarat Sidhee Cement - India
- International Coal Ventures Pvt Ltd - India
- GVK Power & Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Sindya Power Generating Company Private Ltd
- VISA Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Siam City Cement - Thailand
- Indian Energy Exchange, India
- Kumho Petrochemical, South Korea
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Lanco Infratech Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Formosa Plastics Group - Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Kalimantan Lumbung Energi - Indonesia
- Renaissance Capital - South Africa
- Bhatia International Limited - India
- San Jose City I Power Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Krishnapatnam Port Company Ltd. - India
- Mercator Lines Limited - India
- Chamber of Mines of South Africa
- Mercuria Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Uttam Galva Steels Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Mineral Development Corp Ltd - India
- Bukit Baiduri Energy - Indonesia
- Australian Commodity Traders Exchange
- Intertek Mineral Services - Indonesia
- South Luzon Thermal Energy Corporation
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Holcim Trading Pte Ltd - Singapore
- Energy Link Ltd, New Zealand
- Riau Bara Harum - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Independent Power Producers Association of India
- Pendopo Energi Batubara - Indonesia
- Bharathi Cement Corporation - India
- Kaltim Prima Coal - Indonesia
- Price Waterhouse Coopers - Russia
- PNOC Exploration Corporation - Philippines
- ASAPP Information Group - India
- Aboitiz Power Corporation - Philippines
- Trasteel International SA, Italy
- Indo Tambangraya Megah - Indonesia
- Wood Mackenzie - Singapore
- Sakthi Sugars Limited - India
- Thai Mozambique Logistica
- Central Java Power - Indonesia
- Economic Council, Georgia
- Pipit Mutiara Jaya. PT, Indonesia
- Karaikal Port Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- European Bulk Services B.V. - Netherlands
- Asmin Koalindo Tuhup - Indonesia
- Global Coal Blending Company Limited - Australia
- Petron Corporation, Philippines
- Port Waratah Coal Services - Australia
- LBH Netherlands Bv - Netherlands
- Malabar Cements Ltd - India
- Kartika Selabumi Mining - Indonesia
- Marubeni Corporation - India
- Borneo Indobara - Indonesia
- ICICI Bank Limited - India
- Binh Thuan Hamico - Vietnam
- Kobexindo Tractors - Indoneisa
- Australian Coal Association
- Energy Development Corp, Philippines
- Planning Commission, India
- Altura Mining Limited, Indonesia
- Dalmia Cement Bharat India
- Singapore Mercantile Exchange
- Goldman Sachs - Singapore
- Coalindo Energy - Indonesia
- Baramulti Group, Indonesia
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- Jaiprakash Power Ventures ltd
- Tata Chemicals Ltd - India
- Bhoruka Overseas - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- India Bulls Power Limited - India
- Georgia Ports Authority, United States
- Cement Manufacturers Association - India
- Sojitz Corporation - Japan
- Bukit Makmur.PT - Indonesia
- Agrawal Coal Company - India
- Coal and Oil Company - UAE
- Romanian Commodities Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Generating Authority of Thailand
- Larsen & Toubro Limited - India
- Parliament of New Zealand
- Bangladesh Power Developement Board
- Eastern Coal Council - USA
- Kideco Jaya Agung - Indonesia
- Latin American Coal - Colombia
- Interocean Group of Companies - India
- Global Business Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- GMR Energy Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Standard Chartered Bank - UAE
- Thiess Contractors Indonesia
- Iligan Light & Power Inc, Philippines
- Eastern Energy - Thailand
- Antam Resourcindo - Indonesia
- Attock Cement Pakistan Limited
- Samtan Co., Ltd - South Korea
- Africa Commodities Group - South Africa
- The Treasury - Australian Government
- Xindia Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maheswari Brothers Coal Limited - India
- CIMB Investment Bank - Malaysia
- Mintek Dendrill Indonesia
- Power Finance Corporation Ltd., India
- Jindal Steel & Power Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Essar Steel Hazira Ltd - India
- Manunggal Multi Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Vizag Seaport Private Limited - India
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