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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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Friday, 25 March 16
DRY BULK SHIPPING FLEET WILL GROW BY 1.3% DURING 2016 - BIMCO | HELLENIC SHIPPING NEWS
The dry bulk market will keep on suffering, at least until the start of 2017 and possibly well after that, should the current balance of supply and ...
Friday, 25 March 16
U.S COAL PRODUCTION DECLINED 9.1% W/W - EIA
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 11.3 million shor ...
Thursday, 24 March 16
PERSISTENT OVERCAPACITY TO PROLONG CHINA'S COAL SECTOR DOWNTURN - FITCH
China's coal sector is likely to remain under pressure in the short to medium term as structural weaknesses in demand and overcapacity persist, ...
Thursday, 24 March 16
SEABORNE TRADE: CHECKING UP ON THE TRENDS - CLARKSON RESEARCH
Following a decline in 2009, seaborne trade grew on average by 4.9% p.a. in 2010-13, reflecting booming import demand in a number of key importing ...
Thursday, 24 March 16
NEWBUILDINGS' PRICES HAVE STARTED TO COME DOWN - ALLIED | HELLENIC SHIPPING NEWS
Newbuildings’ prices have started to come down, as demand has remained subdued for quite some time now. In its latest weekly report, shipbrok ...
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Showing 2506 to 2510 news of total 6871 |
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- AsiaOL BioFuels Corp., Philippines
- Indian Energy Exchange, India
- Intertek Mineral Services - Indonesia
- Economic Council, Georgia
- Gujarat Mineral Development Corp Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Kideco Jaya Agung - Indonesia
- SN Aboitiz Power Inc, Philippines
- Lanco Infratech Ltd - India
- Global Coal Blending Company Limited - Australia
- Miang Besar Coal Terminal - Indonesia
- Baramulti Group, Indonesia
- Kaltim Prima Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Sical Logistics Limited - India
- The Treasury - Australian Government
- Africa Commodities Group - South Africa
- Kobexindo Tractors - Indoneisa
- Eastern Coal Council - USA
- The State Trading Corporation of India Ltd
- Bulk Trading Sa - Switzerland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Xindia Steels Limited - India
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- Port Waratah Coal Services - Australia
- Thiess Contractors Indonesia
- Posco Energy - South Korea
- Samtan Co., Ltd - South Korea
- PTC India Limited - India
- London Commodity Brokers - England
- Chettinad Cement Corporation Ltd - India
- Georgia Ports Authority, United States
- Minerals Council of Australia
- GVK Power & Infra Limited - India
- Antam Resourcindo - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Grasim Industreis Ltd - India
- Toyota Tsusho Corporation, Japan
- Petrochimia International Co. Ltd.- Taiwan
- Straits Asia Resources Limited - Singapore
- Orica Australia Pty. Ltd.
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vizag Seaport Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Latin American Coal - Colombia
- Directorate Of Revenue Intelligence - India
- Kartika Selabumi Mining - Indonesia
- Bhatia International Limited - India
- Star Paper Mills Limited - India
- Petron Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- Formosa Plastics Group - Taiwan
- Indo Tambangraya Megah - Indonesia
- Bangladesh Power Developement Board
- Romanian Commodities Exchange
- Kumho Petrochemical, South Korea
- New Zealand Coal & Carbon
- Tamil Nadu electricity Board
- Mintek Dendrill Indonesia
- Borneo Indobara - Indonesia
- Manunggal Multi Energi - Indonesia
- Energy Link Ltd, New Zealand
- GAC Shipping (India) Pvt Ltd
- Thai Mozambique Logistica
- Banpu Public Company Limited - Thailand
- Bharathi Cement Corporation - India
- Jorong Barutama Greston.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Krishnapatnam Port Company Ltd. - India
- Riau Bara Harum - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- India Bulls Power Limited - India
- Central Electricity Authority - India
- Ambuja Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- IHS Mccloskey Coal Group - USA
- South Luzon Thermal Energy Corporation
- Jindal Steel & Power Ltd - India
- Metalloyd Limited - United Kingdom
- Carbofer General Trading SA - India
- Mjunction Services Limited - India
- ICICI Bank Limited - India
- Alfred C Toepfer International GmbH - Germany
- Salva Resources Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Mercator Lines Limited - India
- Eastern Energy - Thailand
- Jaiprakash Power Ventures ltd
- Sojitz Corporation - Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Transport, Egypt
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Altura Mining Limited, Indonesia
- Indian Oil Corporation Limited
- Bayan Resources Tbk. - Indonesia
- Semirara Mining Corp, Philippines
- Coal and Oil Company - UAE
- International Coal Ventures Pvt Ltd - India
- PowerSource Philippines DevCo
- Sarangani Energy Corporation, Philippines
- Commonwealth Bank - Australia
- Oldendorff Carriers - Singapore
- Sakthi Sugars Limited - India
- Parliament of New Zealand
- Parry Sugars Refinery, India
- Pendopo Energi Batubara - Indonesia
- GMR Energy Limited - India
- CNBM International Corporation - China
- Globalindo Alam Lestari - Indonesia
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Savvy Resources Ltd - HongKong
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Holcim Trading Pte Ltd - Singapore
- Aditya Birla Group - India
- Coastal Gujarat Power Limited - India
- Australian Coal Association
- Billiton Holdings Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- Power Finance Corporation Ltd., India
- Indika Energy - Indonesia
- IEA Clean Coal Centre - UK
- Electricity Authority, New Zealand
- Edison Trading Spa - Italy
- Rio Tinto Coal - Australia
- Kapuas Tunggal Persada - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Iligan Light & Power Inc, Philippines
- White Energy Company Limited
- Bahari Cakrawala Sebuku - Indonesia
- Bhushan Steel Limited - India
- Indonesian Coal Mining Association
- Merrill Lynch Commodities Europe
- Wilmar Investment Holdings
- Barasentosa Lestari - Indonesia
- Uttam Galva Steels Limited - India
- Renaissance Capital - South Africa
- Standard Chartered Bank - UAE
- Maheswari Brothers Coal Limited - India
- Tata Chemicals Ltd - India
- Videocon Industries ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cement Manufacturers Association - India
- Global Business Power Corporation, Philippines
- Malabar Cements Ltd - India
- Medco Energi Mining Internasional
- Agrawal Coal Company - India
- OPG Power Generation Pvt Ltd - India
- Attock Cement Pakistan Limited
- Therma Luzon, Inc, Philippines
- Marubeni Corporation - India
- Aboitiz Power Corporation - Philippines
- The University of Queensland
- Dalmia Cement Bharat India
- Vedanta Resources Plc - India
- SMG Consultants - Indonesia
- Mercuria Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining and Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- CIMB Investment Bank - Malaysia
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- Energy Development Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Central Java Power - Indonesia
- Chamber of Mines of South Africa
- Deloitte Consulting - India
- Ministry of Mines - Canada
- Orica Mining Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- SMC Global Power, Philippines
- Meenaskhi Energy Private Limited - India
- Planning Commission, India
- Rashtriya Ispat Nigam Limited - India
- MS Steel International - UAE
- Asmin Koalindo Tuhup - Indonesia
- Singapore Mercantile Exchange
- Anglo American - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate General of MIneral and Coal - Indonesia
- Madhucon Powers Ltd - India
- Price Waterhouse Coopers - Russia
- Gujarat Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- Bukit Makmur.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Meralco Power Generation, Philippines
- PNOC Exploration Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Independent Power Producers Association of India
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- Coalindo Energy - Indonesia
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Trasteel International SA, Italy
- Karaikal Port Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
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