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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, 04 April 16
CAPE INDEX JUMPED 70% WEEK ON WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities continued to rose this week.
The freight market was ...
Friday, 01 April 16
ASSESSING THE DRY BULK MARKET AT ROCK BOTTOM - CLARKSONS
While the opening months of the year are typically a weak period for the dry bulk market, the downturn so far this year has been severe. Earnings h ...
Friday, 01 April 16
NINE AM - TIME TO GET AN INDONESIAN LANGUAGE VERSION OF YOUR CHARTERPARTIES - CLYDE & CO
KNOWLEDGE TO ELEVATE
For several years, Indonesian law (Article 31, Law Number 24 of 2009) has required that memoranda of understanding (" ...
Friday, 01 April 16
U.S. COAL PRODUCTION UP SLIGHTLY WEEK OVER WEEK - EIA
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 11.6 million shor ...
Thursday, 31 March 16
CAPE: ANOTHER UNEVENTFUL WEEK WITH FIXTURES CONCLUDED AT LAST DONE LEVELS - FEARNLEYS
Cape
Another uneventful week with fixtures concluded at last done levels, CS levels remain around the USD 3 mark, whilst C3 is still just short o ...
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- Bhatia International Limited - India
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- Standard Chartered Bank - UAE
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- Indogreen Group - Indonesia
- Heidelberg Cement - Germany
- White Energy Company Limited
- Gujarat Sidhee Cement - India
- Power Finance Corporation Ltd., India
- Orica Mining Services - Indonesia
- Metalloyd Limited - United Kingdom
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- PNOC Exploration Corporation - Philippines
- PowerSource Philippines DevCo
- Commonwealth Bank - Australia
- Larsen & Toubro Limited - India
- OPG Power Generation Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Merrill Lynch Commodities Europe
- Samtan Co., Ltd - South Korea
- Pendopo Energi Batubara - Indonesia
- Sree Jayajothi Cements Limited - India
- Electricity Authority, New Zealand
- Bangladesh Power Developement Board
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- MS Steel International - UAE
- Billiton Holdings Pty Ltd - Australia
- CNBM International Corporation - China
- Indian Oil Corporation Limited
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- Meenaskhi Energy Private Limited - India
- Semirara Mining and Power Corporation, Philippines
- Thiess Contractors Indonesia
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- South Luzon Thermal Energy Corporation
- Indonesian Coal Mining Association
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- Edison Trading Spa - Italy
- Chettinad Cement Corporation Ltd - India
- Parliament of New Zealand
- Maheswari Brothers Coal Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Finance - Indonesia
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- Bharathi Cement Corporation - India
- Chamber of Mines of South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- Ambuja Cements Ltd - India
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- Romanian Commodities Exchange
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- Coal and Oil Company - UAE
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- Ind-Barath Power Infra Limited - India
- Toyota Tsusho Corporation, Japan
- Aboitiz Power Corporation - Philippines
- The State Trading Corporation of India Ltd
- Attock Cement Pakistan Limited
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- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Borneo Indobara - Indonesia
- Kapuas Tunggal Persada - Indonesia
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- Wood Mackenzie - Singapore
- Posco Energy - South Korea
- Eastern Coal Council - USA
- Kumho Petrochemical, South Korea
- Therma Luzon, Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Rio Tinto Coal - Australia
- AsiaOL BioFuels Corp., Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Generating Authority of Thailand
- Rashtriya Ispat Nigam Limited - India
- Sarangani Energy Corporation, Philippines
- Siam City Cement PLC, Thailand
- SMG Consultants - Indonesia
- Vedanta Resources Plc - India
- Marubeni Corporation - India
- Formosa Plastics Group - Taiwan
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- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- Bayan Resources Tbk. - Indonesia
- Star Paper Mills Limited - India
- Bhoruka Overseas - Indonesia
- Riau Bara Harum - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Energy - Thailand
- Baramulti Group, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Anglo American - United Kingdom
- Sical Logistics Limited - India
- PTC India Limited - India
- Wilmar Investment Holdings
- Uttam Galva Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Economic Council, Georgia
- Bank of Tokyo Mitsubishi UFJ Ltd
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- Interocean Group of Companies - India
- GAC Shipping (India) Pvt Ltd
- Miang Besar Coal Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Karbindo Abesyapradhi - Indoneisa
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- Indika Energy - Indonesia
- Minerals Council of Australia
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- Lanco Infratech Ltd - India
- Kaltim Prima Coal - Indonesia
- Meralco Power Generation, Philippines
- Kepco SPC Power Corporation, Philippines
- Dalmia Cement Bharat India
- Simpson Spence & Young - Indonesia
- London Commodity Brokers - England
- Videocon Industries ltd - India
- Bukit Makmur.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Sakthi Sugars Limited - India
- Sindya Power Generating Company Private Ltd
- Essar Steel Hazira Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Globalindo Alam Lestari - Indonesia
- SN Aboitiz Power Inc, Philippines
- VISA Power Limited - India
- Australian Commodity Traders Exchange
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- India Bulls Power Limited - India
- Goldman Sachs - Singapore
- Coalindo Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
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- Energy Development Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Maharashtra Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Carbofer General Trading SA - India
- Orica Australia Pty. Ltd.
- Directorate Of Revenue Intelligence - India
- Mintek Dendrill Indonesia
- Energy Link Ltd, New Zealand
- Iligan Light & Power Inc, Philippines
- Ministry of Transport, Egypt
- The University of Queensland
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- Global Business Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Mercator Lines Limited - India
- The Treasury - Australian Government
- Central Java Power - Indonesia
- Planning Commission, India
- Singapore Mercantile Exchange
- Deloitte Consulting - India
- Xindia Steels Limited - India
- Africa Commodities Group - South Africa
- SMC Global Power, Philippines
- IEA Clean Coal Centre - UK
- Kalimantan Lumbung Energi - Indonesia
- Barasentosa Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Thai Mozambique Logistica
- Leighton Contractors Pty Ltd - Australia
- Malabar Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Petron Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- International Coal Ventures Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Trasteel International SA, Italy
- Latin American Coal - Colombia
- Gujarat Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- Semirara Mining Corp, Philippines
- Australian Coal Association
- Indian Energy Exchange, India
- Directorate General of MIneral and Coal - Indonesia
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- Makarim & Taira - Indonesia
- McConnell Dowell - Australia
- IHS Mccloskey Coal Group - USA
- Cement Manufacturers Association - India
- Kartika Selabumi Mining - Indonesia
- Antam Resourcindo - Indonesia
- Central Electricity Authority - India
- Agrawal Coal Company - India
- Siam City Cement - Thailand
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- Renaissance Capital - South Africa
- ICICI Bank Limited - India
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- Georgia Ports Authority, United States
- Global Coal Blending Company Limited - Australia
- New Zealand Coal & Carbon
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