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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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Wednesday, 21 June 17
MARKET INSIGHT - SHIPPING
Looking back at March and April shipping reports when the dry bulk indexes were starting to move up, a number of shipping analysts were stating tha ...
Tuesday, 20 June 17
WORLD ECONOMY SHOWS A MORE OPTIMISTIC TREND
During the past weeks, we have seen many organizations and think tanks show a more optimistic face with regards to the world economy. The World Ban ...
Monday, 19 June 17
PANAMAX RATES HELP BALTIC INDEX TO A POSITIVE MOVE
COALspot.com: The Freight market rose very marginally this past week compared to the previous week, as BDI and Panamax indexes show a positive tren ...
Friday, 16 June 17
WEEKLY U.S. COAL PRODUCTION RISES; UP 24.1% Y/Y
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.5 million short tonn ...
Thursday, 15 June 17
SUPRAMAX NICKEL ORE FROM PHILIPPINES TO S. CHINA PAYING AROUND MID $10000 - FEARNLEYS
Supramax
Market looked more promising from both sides of the basins. Within Atlantic USG returned with tick better rates seen as tonnage kept tig ...
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Showing 2021 to 2025 news of total 6871 |
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- PetroVietnam Power Coal Import and Supply Company
- Miang Besar Coal Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- Sindya Power Generating Company Private Ltd
- Jaiprakash Power Ventures ltd
- Neyveli Lignite Corporation Ltd, - India
- Orica Mining Services - Indonesia
- Uttam Galva Steels Limited - India
- Georgia Ports Authority, United States
- Ministry of Finance - Indonesia
- Energy Development Corp, Philippines
- Bhatia International Limited - India
- Global Business Power Corporation, Philippines
- MS Steel International - UAE
- Petrochimia International Co. Ltd.- Taiwan
- The University of Queensland
- Ceylon Electricity Board - Sri Lanka
- Straits Asia Resources Limited - Singapore
- Meenaskhi Energy Private Limited - India
- South Luzon Thermal Energy Corporation
- Borneo Indobara - Indonesia
- ICICI Bank Limited - India
- Sakthi Sugars Limited - India
- Indo Tambangraya Megah - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Altura Mining Limited, Indonesia
- Banpu Public Company Limited - Thailand
- PNOC Exploration Corporation - Philippines
- Goldman Sachs - Singapore
- Leighton Contractors Pty Ltd - Australia
- Carbofer General Trading SA - India
- Interocean Group of Companies - India
- Price Waterhouse Coopers - Russia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Sidhee Cement - India
- Alfred C Toepfer International GmbH - Germany
- Dalmia Cement Bharat India
- Africa Commodities Group - South Africa
- Eastern Coal Council - USA
- Pipit Mutiara Jaya. PT, Indonesia
- Central Electricity Authority - India
- SN Aboitiz Power Inc, Philippines
- Star Paper Mills Limited - India
- Malabar Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- Meralco Power Generation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Timah Investasi Mineral - Indoneisa
- Edison Trading Spa - Italy
- Siam City Cement PLC, Thailand
- Manunggal Multi Energi - Indonesia
- GMR Energy Limited - India
- ASAPP Information Group - India
- Semirara Mining and Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Pendopo Energi Batubara - Indonesia
- Aboitiz Power Corporation - Philippines
- Ministry of Transport, Egypt
- PTC India Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Latin American Coal - Colombia
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Baiduri Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Vedanta Resources Plc - India
- Heidelberg Cement - Germany
- Madhucon Powers Ltd - India
- New Zealand Coal & Carbon
- Petron Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Orica Australia Pty. Ltd.
- Kumho Petrochemical, South Korea
- Jindal Steel & Power Ltd - India
- Agrawal Coal Company - India
- Rashtriya Ispat Nigam Limited - India
- Holcim Trading Pte Ltd - Singapore
- Bhoruka Overseas - Indonesia
- Attock Cement Pakistan Limited
- Economic Council, Georgia
- Anglo American - United Kingdom
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chamber of Mines of South Africa
- European Bulk Services B.V. - Netherlands
- IEA Clean Coal Centre - UK
- OPG Power Generation Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Electricity Generating Authority of Thailand
- CNBM International Corporation - China
- Ind-Barath Power Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- Aditya Birla Group - India
- Global Coal Blending Company Limited - Australia
- Mintek Dendrill Indonesia
- London Commodity Brokers - England
- Port Waratah Coal Services - Australia
- Toyota Tsusho Corporation, Japan
- Trasteel International SA, Italy
- Tamil Nadu electricity Board
- Directorate Of Revenue Intelligence - India
- Coalindo Energy - Indonesia
- Eastern Energy - Thailand
- Coastal Gujarat Power Limited - India
- Ambuja Cements Ltd - India
- Coal and Oil Company - UAE
- Siam City Cement - Thailand
- Sojitz Corporation - Japan
- Karaikal Port Pvt Ltd - India
- Singapore Mercantile Exchange
- Iligan Light & Power Inc, Philippines
- Thai Mozambique Logistica
- Energy Link Ltd, New Zealand
- Semirara Mining Corp, Philippines
- Tata Chemicals Ltd - India
- Power Finance Corporation Ltd., India
- Vizag Seaport Private Limited - India
- White Energy Company Limited
- Posco Energy - South Korea
- Krishnapatnam Port Company Ltd. - India
- Mercator Lines Limited - India
- Antam Resourcindo - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Mines - Canada
- Rio Tinto Coal - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cigading International Bulk Terminal - Indonesia
- CIMB Investment Bank - Malaysia
- Makarim & Taira - Indonesia
- SMG Consultants - Indonesia
- Xindia Steels Limited - India
- Bharathi Cement Corporation - India
- Bukit Makmur.PT - Indonesia
- Intertek Mineral Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Planning Commission, India
- Independent Power Producers Association of India
- Videocon Industries ltd - India
- Mjunction Services Limited - India
- PowerSource Philippines DevCo
- Gujarat Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Kideco Jaya Agung - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Sarangani Energy Corporation, Philippines
- Romanian Commodities Exchange
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Indian Oil Corporation Limited
- Indogreen Group - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- Sree Jayajothi Cements Limited - India
- Bayan Resources Tbk. - Indonesia
- TeaM Sual Corporation - Philippines
- Wilmar Investment Holdings
- Kohat Cement Company Ltd. - Pakistan
- Kartika Selabumi Mining - Indonesia
- Baramulti Group, Indonesia
- Indian Energy Exchange, India
- Asmin Koalindo Tuhup - Indonesia
- Electricity Authority, New Zealand
- Merrill Lynch Commodities Europe
- Lanco Infratech Ltd - India
- Formosa Plastics Group - Taiwan
- Parry Sugars Refinery, India
- Australian Coal Association
- Barasentosa Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- Deloitte Consulting - India
- IHS Mccloskey Coal Group - USA
- Indika Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Grasim Industreis Ltd - India
- Bulk Trading Sa - Switzerland
- Parliament of New Zealand
- Chettinad Cement Corporation Ltd - India
- Australian Commodity Traders Exchange
- The Treasury - Australian Government
- The State Trading Corporation of India Ltd
- Commonwealth Bank - Australia
- Wood Mackenzie - Singapore
- Indonesian Coal Mining Association
- San Jose City I Power Corp, Philippines
- Simpson Spence & Young - Indonesia
- Cement Manufacturers Association - India
- GVK Power & Infra Limited - India
- Riau Bara Harum - Indonesia
- McConnell Dowell - Australia
- Medco Energi Mining Internasional
- Savvy Resources Ltd - HongKong
- Samtan Co., Ltd - South Korea
- Sical Logistics Limited - India
- India Bulls Power Limited - India
- Minerals Council of Australia
- Bahari Cakrawala Sebuku - Indonesia
- SMC Global Power, Philippines
- Renaissance Capital - South Africa
- Thiess Contractors Indonesia
- Oldendorff Carriers - Singapore
- International Coal Ventures Pvt Ltd - India
- Bhushan Steel Limited - India
- Maheswari Brothers Coal Limited - India
- Standard Chartered Bank - UAE
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