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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, 07 April 16
BIMCO AND GIIGNL PUBLISH A GROUNDBREAKING VOYAGE CHARTER PARTY FOR LNG TRADE
BIMCO and the International Group of Liquefied Natural Gas Importers (GIIGNL) have today jointly issued the first definitive voyage charter party & ...
Wednesday, 06 April 16
HOW LONG SHIPPING CRISIS WILL BE; WHEN SHOULD OWNERS EXPECT THE BULK CARRIERS TO BECOME PROFITABLE? - INTERMODAL
It is the consensus that dry bulk shipping has been in a crisis for quite some time now. Bulk carrier values are at historical low levels, therefor ...
Tuesday, 05 April 16
DRY BULK REVISITS 1980S LOWS AND FACES UNCERTAIN LONGER TERM OUTLOOK - MSI | HELLENIC SHIPPING NEWS
With the market near bottom, attention is turning to the length of the downturn, the effect on asset values and the impact of broader demand side c ...
Monday, 04 April 16
THE LOADING, AND SUBSEQUENT DISCHARGE, OF UNSAFE NICKEL ORE - ALL TIME TO 'COUNT' - THE STANDARD CLUB
KNOWLEDGE TO ELEVATE
In a recent, published, London arbitration award the English tribunal has held that all time lost as a result of loading, ...
Monday, 04 April 16
INDONESIA CS57 COAL INDEX SLIDES SLIGHTLY WEEK OVER WEEK
COALspot.com: Average 5000 GAR coal index of Indonesian origin fell 0.07 percent week over week to averaging $38.88 per ton on this past Friday, ac ...
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- Minerals Council of Australia
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- Siam City Cement PLC, Thailand
- Savvy Resources Ltd - HongKong
- Simpson Spence & Young - Indonesia
- Bukit Baiduri Energy - Indonesia
- Videocon Industries ltd - India
- GAC Shipping (India) Pvt Ltd
- Aditya Birla Group - India
- Marubeni Corporation - India
- Altura Mining Limited, Indonesia
- Global Coal Blending Company Limited - Australia
- Coal and Oil Company - UAE
- Cement Manufacturers Association - India
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Sojitz Corporation - Japan
- Miang Besar Coal Terminal - Indonesia
- Xindia Steels Limited - India
- Bhushan Steel Limited - India
- Metalloyd Limited - United Kingdom
- Indogreen Group - Indonesia
- CIMB Investment Bank - Malaysia
- Bayan Resources Tbk. - Indonesia
- Directorate Of Revenue Intelligence - India
- Sree Jayajothi Cements Limited - India
- Standard Chartered Bank - UAE
- Malabar Cements Ltd - India
- ICICI Bank Limited - India
- Bangladesh Power Developement Board
- Parry Sugars Refinery, India
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- Maheswari Brothers Coal Limited - India
- Posco Energy - South Korea
- Trasteel International SA, Italy
- Kideco Jaya Agung - Indonesia
- Indonesian Coal Mining Association
- Medco Energi Mining Internasional
- Baramulti Group, Indonesia
- Kumho Petrochemical, South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- CNBM International Corporation - China
- Bahari Cakrawala Sebuku - Indonesia
- Sical Logistics Limited - India
- White Energy Company Limited
- Kalimantan Lumbung Energi - Indonesia
- Power Finance Corporation Ltd., India
- Vizag Seaport Private Limited - India
- Indian Energy Exchange, India
- Merrill Lynch Commodities Europe
- Ceylon Electricity Board - Sri Lanka
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Eastern Coal Council - USA
- Madhucon Powers Ltd - India
- Bhoruka Overseas - Indonesia
- Banpu Public Company Limited - Thailand
- MS Steel International - UAE
- Independent Power Producers Association of India
- Kaltim Prima Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Africa Commodities Group - South Africa
- London Commodity Brokers - England
- New Zealand Coal & Carbon
- PNOC Exploration Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Meralco Power Generation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Carbofer General Trading SA - India
- Kobexindo Tractors - Indoneisa
- Jaiprakash Power Ventures ltd
- The State Trading Corporation of India Ltd
- OPG Power Generation Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Kartika Selabumi Mining - Indonesia
- Global Business Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- South Luzon Thermal Energy Corporation
- Economic Council, Georgia
- GMR Energy Limited - India
- Aboitiz Power Corporation - Philippines
- Oldendorff Carriers - Singapore
- Petron Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- SMG Consultants - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Star Paper Mills Limited - India
- Binh Thuan Hamico - Vietnam
- Renaissance Capital - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- VISA Power Limited - India
- The University of Queensland
- AsiaOL BioFuels Corp., Philippines
- Asmin Koalindo Tuhup - Indonesia
- Latin American Coal - Colombia
- Bulk Trading Sa - Switzerland
- Salva Resources Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Agrawal Coal Company - India
- Goldman Sachs - Singapore
- Karbindo Abesyapradhi - Indoneisa
- McConnell Dowell - Australia
- Deloitte Consulting - India
- Energy Development Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Ministry of Mines - Canada
- Tamil Nadu electricity Board
- Samtan Co., Ltd - South Korea
- SMC Global Power, Philippines
- Dalmia Cement Bharat India
- Vedanta Resources Plc - India
- Gujarat Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Meenaskhi Energy Private Limited - India
- IEA Clean Coal Centre - UK
- ASAPP Information Group - India
- European Bulk Services B.V. - Netherlands
- Wood Mackenzie - Singapore
- Tata Chemicals Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Antam Resourcindo - Indonesia
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- Rio Tinto Coal - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Romanian Commodities Exchange
- Chamber of Mines of South Africa
- Central Electricity Authority - India
- Ambuja Cements Ltd - India
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- Port Waratah Coal Services - Australia
- Electricity Generating Authority of Thailand
- Intertek Mineral Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Makarim & Taira - Indonesia
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mjunction Services Limited - India
- Orica Australia Pty. Ltd.
- Jorong Barutama Greston.PT - Indonesia
- Siam City Cement - Thailand
- Georgia Ports Authority, United States
- Semirara Mining and Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Energy Link Ltd, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Interocean Group of Companies - India
- Alfred C Toepfer International GmbH - Germany
- Mercuria Energy - Indonesia
- Semirara Mining Corp, Philippines
- Thiess Contractors Indonesia
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Grasim Industreis Ltd - India
- Thai Mozambique Logistica
- Barasentosa Lestari - Indonesia
- Bhatia International Limited - India
- Edison Trading Spa - Italy
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Orica Mining Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Ministry of Transport, Egypt
- Australian Coal Association
- Larsen & Toubro Limited - India
- SN Aboitiz Power Inc, Philippines
- Mercator Lines Limited - India
- Parliament of New Zealand
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- Essar Steel Hazira Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Kapuas Tunggal Persada - Indonesia
- Ministry of Finance - Indonesia
- Attock Cement Pakistan Limited
- IHS Mccloskey Coal Group - USA
- Singapore Mercantile Exchange
- Anglo American - United Kingdom
- Bharathi Cement Corporation - India
- Chettinad Cement Corporation Ltd - India
- PTC India Limited - India
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- Central Java Power - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- Indo Tambangraya Megah - Indonesia
- International Coal Ventures Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Uttam Galva Steels Limited - India
- Indian Oil Corporation Limited
- Electricity Authority, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Australian Commodity Traders Exchange
- The Treasury - Australian Government
- Sindya Power Generating Company Private Ltd
- Kepco SPC Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
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