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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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Tuesday, 04 April 17
THE IRON ORE HAS BEEN ABLE TO KEEP ITS GROWTH PATH FAIRLY WELL; THERE IS STILL ONE PART OF THE WORLD THAT IS STILL HEAVILY COMMITTED TO COAL
With the close of March having let us with a very positive after taste and having witnessed near the end of the month the Baltic Dry Index at its h ...
Monday, 03 April 17
WORLD COAL TRADE STABLE IN 2016: DEMAND SHIFTS TO SOUTH-EAST ASIA - ASSOCARBONI
ASSOCARBONI: Coal confirmed as the leading fuel for electricity generation, accounting for 40% of overall production in 2016.
World coal trade ...
Monday, 03 April 17
DRY BULK RATES CONTINUING TO FIRMING UP
COALspot.com: The Freight market was continuing to firming up. Baltic Panamax Index rose 12.81 percent week over week.
The Baltic Exchang ...
Friday, 31 March 17
U.S. COAL PRODUCTION INCREASE SLIGHTLY WEEK OVER WEEK
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14.5 million short tons ...
Thursday, 30 March 17
WHERE AN AGREEMENT FAILS TO DELIVER - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
Watson Farley & Williams acted for MRI Trading AG in a leading case on ‘agreements to agree’ that was fin ...
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Showing 2081 to 2085 news of total 6871 |
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- Straits Asia Resources Limited - Singapore
- White Energy Company Limited
- OPG Power Generation Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Indian Energy Exchange, India
- Lanco Infratech Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Marubeni Corporation - India
- Ambuja Cements Ltd - India
- Intertek Mineral Services - Indonesia
- San Jose City I Power Corp, Philippines
- Latin American Coal - Colombia
- Kumho Petrochemical, South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Eastern Energy - Thailand
- Sindya Power Generating Company Private Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Samtan Co., Ltd - South Korea
- GVK Power & Infra Limited - India
- Power Finance Corporation Ltd., India
- Ministry of Mines - Canada
- Independent Power Producers Association of India
- Xindia Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Goldman Sachs - Singapore
- Directorate Of Revenue Intelligence - India
- Madhucon Powers Ltd - India
- Price Waterhouse Coopers - Russia
- The Treasury - Australian Government
- Indogreen Group - Indonesia
- Coastal Gujarat Power Limited - India
- Banpu Public Company Limited - Thailand
- Kobexindo Tractors - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- AsiaOL BioFuels Corp., Philippines
- ICICI Bank Limited - India
- Kaltim Prima Coal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- Petrochimia International Co. Ltd.- Taiwan
- Agrawal Coal Company - India
- Barasentosa Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Romanian Commodities Exchange
- GMR Energy Limited - India
- Interocean Group of Companies - India
- Karaikal Port Pvt Ltd - India
- Eastern Coal Council - USA
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Meenaskhi Energy Private Limited - India
- Makarim & Taira - Indonesia
- Baramulti Group, Indonesia
- Ind-Barath Power Infra Limited - India
- Sarangani Energy Corporation, Philippines
- Australian Commodity Traders Exchange
- IEA Clean Coal Centre - UK
- PowerSource Philippines DevCo
- Trasteel International SA, Italy
- Posco Energy - South Korea
- VISA Power Limited - India
- Rio Tinto Coal - Australia
- Toyota Tsusho Corporation, Japan
- TeaM Sual Corporation - Philippines
- ASAPP Information Group - India
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Cement Manufacturers Association - India
- Indika Energy - Indonesia
- Savvy Resources Ltd - HongKong
- McConnell Dowell - Australia
- Binh Thuan Hamico - Vietnam
- Parliament of New Zealand
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bharathi Cement Corporation - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Antam Resourcindo - Indonesia
- Siam City Cement PLC, Thailand
- Carbofer General Trading SA - India
- Thai Mozambique Logistica
- Bulk Trading Sa - Switzerland
- Ceylon Electricity Board - Sri Lanka
- Petron Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- SMC Global Power, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Sojitz Corporation - Japan
- Indonesian Coal Mining Association
- Bhatia International Limited - India
- Meralco Power Generation, Philippines
- New Zealand Coal & Carbon
- Kartika Selabumi Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Anglo American - United Kingdom
- Siam City Cement - Thailand
- Essar Steel Hazira Ltd - India
- Georgia Ports Authority, United States
- Altura Mining Limited, Indonesia
- Oldendorff Carriers - Singapore
- Therma Luzon, Inc, Philippines
- Malabar Cements Ltd - India
- Coal and Oil Company - UAE
- Bayan Resources Tbk. - Indonesia
- Iligan Light & Power Inc, Philippines
- Medco Energi Mining Internasional
- Energy Development Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Bhushan Steel Limited - India
- India Bulls Power Limited - India
- Renaissance Capital - South Africa
- Mjunction Services Limited - India
- Simpson Spence & Young - Indonesia
- Vedanta Resources Plc - India
- European Bulk Services B.V. - Netherlands
- Planning Commission, India
- The University of Queensland
- Kohat Cement Company Ltd. - Pakistan
- International Coal Ventures Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Larsen & Toubro Limited - India
- Star Paper Mills Limited - India
- Standard Chartered Bank - UAE
- Cigading International Bulk Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- Videocon Industries ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Sical Logistics Limited - India
- SN Aboitiz Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Central Java Power - Indonesia
- MS Steel International - UAE
- Gujarat Sidhee Cement - India
- Sakthi Sugars Limited - India
- Wilmar Investment Holdings
- Neyveli Lignite Corporation Ltd, - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Manunggal Multi Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Vizag Seaport Private Limited - India
- Uttam Galva Steels Limited - India
- Chettinad Cement Corporation Ltd - India
- Borneo Indobara - Indonesia
- Semirara Mining Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Port Waratah Coal Services - Australia
- PTC India Limited - India
- Australian Coal Association
- Miang Besar Coal Terminal - Indonesia
- Indian Oil Corporation Limited
- Electricity Generating Authority of Thailand
- Mercator Lines Limited - India
- Global Business Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Deloitte Consulting - India
- Globalindo Alam Lestari - Indonesia
- Singapore Mercantile Exchange
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- PNOC Exploration Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Heidelberg Cement - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- London Commodity Brokers - England
- Riau Bara Harum - Indonesia
- Grasim Industreis Ltd - India
- Minerals Council of Australia
- Orica Australia Pty. Ltd.
- CIMB Investment Bank - Malaysia
- Edison Trading Spa - Italy
- SMG Consultants - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- Jaiprakash Power Ventures ltd
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Leighton Contractors Pty Ltd - Australia
- Dalmia Cement Bharat India
- Sinarmas Energy and Mining - Indonesia
- Wood Mackenzie - Singapore
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Jindal Steel & Power Ltd - India
- Economic Council, Georgia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Electricity Authority - India
- Orica Mining Services - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kepco SPC Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Sree Jayajothi Cements Limited - India
- Ministry of Transport, Egypt
- Bhoruka Overseas - Indonesia
- GAC Shipping (India) Pvt Ltd
- Africa Commodities Group - South Africa
- Mercuria Energy - Indonesia
- Ministry of Finance - Indonesia
- Electricity Authority, New Zealand
- Coalindo Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Mintek Dendrill Indonesia
- Metalloyd Limited - United Kingdom
- Attock Cement Pakistan Limited
- Energy Link Ltd, New Zealand
- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
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