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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, 24 April 17
THE FREIGHT MARKET WAS DOWN WEEK OVER WEEK EXCEPT FOR HANDYSIZE SEGMENT
COALspot.com: The Freight market was fell, week over a week as all segments show a negative downward trend except Handy Size segment this past week ...
Friday, 21 April 17
US WEEKLY COAL OUTPUT ON THE UP, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.9 million short ton ...
Thursday, 20 April 17
SHIPPING POOLS: DON'T JUST DIVE IN - MOORE STEPHENS
Shipping pools can be an attractive option for ship owners and operators, particularly in difficult markets and during periods of economic uncertai ...
Thursday, 20 April 17
THE DRY BULK MARKET IS STILL ON ITS UPWARD MOMENTUM - ALLIED SHIPPING
Having gone through the first quarter of the year and with the Easter break having no come and gone, it seems as though the dry bulk market is stil ...
Thursday, 20 April 17
CHINA'S IMPORT OF IRON ORE TO PROPEL DRY BULK SHIPPING DEMAND IN 2017 - PETER SAND
China's import of iron ore will continue to be a key driver for the demand growth in 2017 for the dry bulk shipping industry, alongside shippin ...
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- Indian Oil Corporation Limited
- Gujarat Mineral Development Corp Ltd - India
- Coalindo Energy - Indonesia
- Carbofer General Trading SA - India
- Xindia Steels Limited - India
- Coastal Gujarat Power Limited - India
- ASAPP Information Group - India
- SMG Consultants - Indonesia
- Miang Besar Coal Terminal - Indonesia
- India Bulls Power Limited - India
- Banpu Public Company Limited - Thailand
- Petron Corporation, Philippines
- Parry Sugars Refinery, India
- Riau Bara Harum - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Indian Energy Exchange, India
- PowerSource Philippines DevCo
- Central Electricity Authority - India
- Ministry of Transport, Egypt
- Ambuja Cements Ltd - India
- Sakthi Sugars Limited - India
- Bukit Makmur.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Directorate Of Revenue Intelligence - India
- Aboitiz Power Corporation - Philippines
- Mercator Lines Limited - India
- Dalmia Cement Bharat India
- Bharathi Cement Corporation - India
- Indogreen Group - Indonesia
- TeaM Sual Corporation - Philippines
- Aditya Birla Group - India
- Ministry of Mines - Canada
- Sindya Power Generating Company Private Ltd
- Bangladesh Power Developement Board
- Malabar Cements Ltd - India
- Independent Power Producers Association of India
- Uttam Galva Steels Limited - India
- Indika Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Heidelberg Cement - Germany
- Siam City Cement PLC, Thailand
- Port Waratah Coal Services - Australia
- Mintek Dendrill Indonesia
- VISA Power Limited - India
- Edison Trading Spa - Italy
- Anglo American - United Kingdom
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- GMR Energy Limited - India
- New Zealand Coal & Carbon
- Krishnapatnam Port Company Ltd. - India
- Gujarat Sidhee Cement - India
- Australian Commodity Traders Exchange
- The University of Queensland
- Orica Mining Services - Indonesia
- Power Finance Corporation Ltd., India
- Videocon Industries ltd - India
- Salva Resources Pvt Ltd - India
- Thai Mozambique Logistica
- Siam City Cement - Thailand
- MS Steel International - UAE
- Romanian Commodities Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Bukit Baiduri Energy - Indonesia
- Grasim Industreis Ltd - India
- European Bulk Services B.V. - Netherlands
- Sree Jayajothi Cements Limited - India
- The Treasury - Australian Government
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Simpson Spence & Young - Indonesia
- Timah Investasi Mineral - Indoneisa
- White Energy Company Limited
- Thiess Contractors Indonesia
- Indonesian Coal Mining Association
- Chamber of Mines of South Africa
- Sojitz Corporation - Japan
- Kohat Cement Company Ltd. - Pakistan
- Toyota Tsusho Corporation, Japan
- Vedanta Resources Plc - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Star Paper Mills Limited - India
- Coal and Oil Company - UAE
- Jorong Barutama Greston.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kideco Jaya Agung - Indonesia
- Mjunction Services Limited - India
- Eastern Coal Council - USA
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- Antam Resourcindo - Indonesia
- Agrawal Coal Company - India
- Attock Cement Pakistan Limited
- Planning Commission, India
- Binh Thuan Hamico - Vietnam
- Straits Asia Resources Limited - Singapore
- Mercuria Energy - Indonesia
- Energy Development Corp, Philippines
- Barasentosa Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- International Coal Ventures Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Renaissance Capital - South Africa
- Karaikal Port Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Madhucon Powers Ltd - India
- Wood Mackenzie - Singapore
- Standard Chartered Bank - UAE
- Formosa Plastics Group - Taiwan
- Energy Link Ltd, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Global Business Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Georgia Ports Authority, United States
- Australian Coal Association
- ICICI Bank Limited - India
- AsiaOL BioFuels Corp., Philippines
- Directorate General of MIneral and Coal - Indonesia
- Manunggal Multi Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Jindal Steel & Power Ltd - India
- Commonwealth Bank - Australia
- OPG Power Generation Pvt Ltd - India
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- LBH Netherlands Bv - Netherlands
- PTC India Limited - India
- Maheswari Brothers Coal Limited - India
- Kartika Selabumi Mining - Indonesia
- Marubeni Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Kobexindo Tractors - Indoneisa
- Electricity Generating Authority of Thailand
- Sinarmas Energy and Mining - Indonesia
- Electricity Authority, New Zealand
- Price Waterhouse Coopers - Russia
- Baramulti Group, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Savvy Resources Ltd - HongKong
- Merrill Lynch Commodities Europe
- McConnell Dowell - Australia
- Deloitte Consulting - India
- Trasteel International SA, Italy
- Oldendorff Carriers - Singapore
- GAC Shipping (India) Pvt Ltd
- Borneo Indobara - Indonesia
- Semirara Mining Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Bhushan Steel Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Lanco Infratech Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Finance - Indonesia
- Singapore Mercantile Exchange
- CNBM International Corporation - China
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Globalindo Alam Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Medco Energi Mining Internasional
- San Jose City I Power Corp, Philippines
- Meralco Power Generation, Philippines
- Alfred C Toepfer International GmbH - Germany
- IEA Clean Coal Centre - UK
- PNOC Exploration Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Posco Energy - South Korea
- Goldman Sachs - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Orica Australia Pty. Ltd.
- Global Coal Blending Company Limited - Australia
- Sarangani Energy Corporation, Philippines
- Sical Logistics Limited - India
- Indo Tambangraya Megah - Indonesia
- Cement Manufacturers Association - India
- Interocean Group of Companies - India
- Bhoruka Overseas - Indonesia
- Bhatia International Limited - India
- GVK Power & Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- Latin American Coal - Colombia
- Parliament of New Zealand
- Ind-Barath Power Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Iligan Light & Power Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- SMC Global Power, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Wilmar Investment Holdings
- Asmin Koalindo Tuhup - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Economic Council, Georgia
- Tata Chemicals Ltd - India
- Larsen & Toubro Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Kumho Petrochemical, South Korea
- Africa Commodities Group - South Africa
- Minerals Council of Australia
- Bulk Trading Sa - Switzerland
- Rashtriya Ispat Nigam Limited - India
- Holcim Trading Pte Ltd - Singapore
- Rio Tinto Coal - Australia
- Bayan Resources Tbk. - Indonesia
- Makarim & Taira - Indonesia
- Intertek Mineral Services - Indonesia
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