Soybeans, Corn Rise on Signs of Improved Demand for Commodities
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=a5Wou30jG2WQ

On 6 mar, 22:19, xi <[email protected]> wrote:
> China Told Container Lines to End ‘Zero Rates,’ Li Shaode 
> Sayshttp://www.bloomberg.com/apps/news?pid=newsarchive&sid=aIypsIET7uY0
>
> March 6 (Bloomberg) -- China told local container lines to stop
> offering “zero rates” after plunging demand and rising capacity pushed
> shipping fees to unprofitable levels, according to Li Shaode,
> president of China Shipping (Group) Co.
>
> The government acted after rates sank to as low as zero, excluding
> fuel costs and other charges, on routes including China-Japan, Li said
> today in Beijing. He didn’t say whether China Shipping had offered
> “zero rates.” China Shipping Group’s container-line arm, the nation’s
> second-biggest cargo-box carrier, also plans to raise China-Europe
> fees from next month, Li added.
>
> A.P. Moeller-Maersk A/S, the world’s largest container line, Evergreen
> Marine Corp. and Neptune Orient Lines Ltd. have also announced plans
> to raise charges after shipping lines parked hundreds of vessels to
> reduce capacity. Demand has slumped as U.S. and European consumers
> pared spending on Asian-made goods amid the global recession.
>
> “Shipping lines can no longer afford to offer these low rates,” said
> Li. “The shipping lines and clients should cooperate and communicate
> to survive the downturn together. It’s what the government encourages
> companies to do.”
>
> China Shipping Container Lines Ltd. isn’t due to receive any new
> vessels this year, he added.
>
> Dry-Bulk Rates
>
> In terms of commodity-shipping rates, Li said he expects the Baltic
> Dry Index to post a “temporary rebound” before fluctuating at low
> levels amid the global recession. The index plunged 92 percent last
> year as China’s waning growth sapped demand for imports of iron ore
> and other commodities.
>
> “We hope the economic crisis will abate soon and that rates can
> recover,” Li said. China Shipping Group operates dry-bulk vessels
> through its China Shipping Development Co. unit.
>
> To safeguard against fluctuations in rates, the group has formed
> shipping ventures with steelmakers Baosteel Group Corp. and Shougang
> Corp., Li said. The company is also in talks on further ventures, he
> added.
>
> Shipping lines will also benefit from the government stimulus plans
> for the shipping sector and for the steel industry, he added. The
> government also working on the details for logistic-sector stimulus
> plans, he said. China has announced a 4 trillion yuan ($585 billion)
> stimulus to help revive the nation’s sagging economic growth.
>
> China Shipping Group will also press ahead with plans to inject more
> assets into listed units, Li said. The next target will likely be the
> group’s logistics operations, he added, declining to say which unit
> would receive it. China Shipping Container agreed to purchase its
> parent’s terminal-operating unit last year.
>
> On 13 feb, 16:01, "[email protected]" <[email protected]> wrote:
>
>
>
> > My comment: I cannot foresee that official prediction, 8% growth for
> > 2009. My bet is still 6% - 7%, at least, right now. Despite some think
> > tanks from other universities are predicting 9% for 2009.
>
> > I think that, with Saudia cooperation, most countries in Asia and, in
> > particular in the ASEAN and the Middle East, will leave this crisis as
> > soon as in 2009. In my opinion, probably, China will leave it in early
> > 2010. But we are already in the third phase of the U, we left the
> > bottom behind us. That matters. Now, we have to intensify cooperation
> > with the ASEAN to make them leave the crisis as soon as posible.
>
> > Peace and best wishes.
>
> > Xi
>
> > China’s Economy Shows Signs of Recovery on Stimulus
>
> >http://www.bloomberg.com/apps/news?pid=20601087&sid=ackHHxtWoFHc&refe...
>
> > Feb. 13 (Bloomberg) -- China’s economy is showing signs that a 4
> > trillion yuan ($585 billion) stimulus package is taking effect.
>
> > The world’s third-biggest economy may expand 6.6 percent in the second
> > quarter after slowing to 6.3 percent in the three months to March 31,
> > the weakest pace since 1999, according to the median estimates of 14
> > economists surveyed by Bloomberg News.
>
> > China is trying to reverse an economic slide that has already cost 20
> > million jobs, raising the risk of social unrest as exports plunge and
> > the property market sags. Spending on roads railways and housing has
> > increased prices for iron ore, put a floor under industrial output and
> > helped to drive a record $237 billion of new loans in January.
>
> > “China looks set to be the first major economy to recover from the
> > current global meltdown,” said Lu Ting, an economist with Merrill
> > Lynch & Co. in Hong Kong. “China is the only economy in the world to
> > see significant growth in credit to corporate and household sectors
> > after September 2008, when the financial crisis worsened to a near
> > collapse.”
>
> > The government’s stimulus plan, announced in November, is beginning to
> > gather momentum. Projects such as the building of 3.5 billion yuan of
> > public houses in Shaanxi province and Shanghai began in December,
> > while Shandong province started work on three new railway lines the
> > same month.
>
> > China is committing about 1.2 trillion yuan of central government
> > funds to the plan, which means banks’ willingness to fund projects is
> > crucial. So far they are responding.
>
> > Toxic Assets
>
> > The value of new loans in January was more than double the record set
> > a year earlier, according to figures released by the People’s Bank of
> > China yesterday.
>
> > The lending multiplies the effect of the government’s spending in ways
> > that wouldn’t be possible in the U.S. and Europe, where banks are
> > burdened by toxic assets, said Dwyfor Evans, a strategist with State
> > Street Global Markets in Hong Kong.
>
> > While China is the only one of the world’s three biggest economies
> > still growing, the expansion has slowed from 13 percent in 2007 and 9
> > percent last year.
>
> > Growth will accelerate from the current pace to 7.2 percent for the
> > full year, according to Wang Qian, an economist with JPMorgan Chase &
> > Co. in Hong Kong. Her calculation is that consumption will contribute
> > 4.4 percentage points and investment 4 percentage points. The collapse
> > in exports will slice off 1.2 percentage points.
>
> > Stimulus spending will contribute up to 3 percentage points of the
> > total, she estimates.
>
> > Global Recession
>
> > Even if the global recession is protracted, China has the ammunition
> > to maintain growth, said Merrill Lynch’s Lu. It has public debt of
> > only 18.5 percent of gross domestic product -- compared with 75
> > percent in India -- foreign currency reserves of $1.95 trillion, and a
> > balanced budget.
>
> > “China has perhaps the deepest pockets in the world,” said Lu. “It can
> > relentlessly ramp up spending to create jobs and meet its growth
> > target.”
>
> > The government-backed Purchasing Managers Index, a measure of
> > manufacturing, showed a second monthly increase in January after a
> > record low in November.
>
> > “The economy is bottoming,” said Tao Dong, chief Asia economist at
> > Credit Suisse AG in Hong Kong, citing the PMI, the surge in bank
> > lending, and spending on construction and machinery because of the
> > infrastructure projects.
>
> > Some commodity prices signal a tentative recovery may be under way, as
> > Chinese companies rebuild inventories.
>
> > Iron Ore, Steel
>
> > China’s imported iron ore has climbed 28 percent to 690 yuan per
> > metric ton since the end of October. Hot-rolled steel has surged 41
> > percent from Nov. 13 to 4,027 yuan per metric ton. The Baltic Dry
> > Index, a measure of shipping costs for commodities, has more than
> > doubled since Jan. 28.
>
> > “You are starting to see the underlying demand of the Chinese
> > economy,” BHP Billiton Ltd. Chief Executive Officer Marius Kloppers
> > said Feb. 4. “We have seen in the steel business in China that the de-
> > stocking cycle is almost complete and that means people are coming
> > back into the market and buying.”
>
> > BHP Billiton is the world’s third-largest producer of iron ore. China
> > is its largest consumer.
>
> > Coca-Cola Co., the world’s largest soft-drink maker, said yesterday
> > that sales volume rose 29 percent in China in the fourth quarter after
> > the company sponsored the Beijing Olympic Games. McDonald’s Corp., the
> > world’s largest restaurant company, said Feb. 11 that it may
> > accelerate expansion plans in Asia to boost market share as the
> > region’s economies slow.
>
> > Shares Climb
>
> > Investors are also showing a renewed interest. China’s stock
> > transactions rose to the highest in at least three years on Feb. 11.
> > The Shanghai Composite Index of stocks has climbed about 36 percent
> > from last year’s November low, gaining 3.2 percent today on optimism
> > that government spending will bolster corporate earnings.
>
> > Still, any recovery will be modest as weakness in real estate adds to
> > the problem of the collapse in trade, and the surge in loans increases
> > credit risks for banks, economists say.
>
> > Exports fell by the most in almost 13 years in January, imports
> > plummeted by a record 43 percent, and house prices across 70 major
> > cities declined by the most since data began in 2005, according to a
> > government report yesterday.
>
> > Companies fired workers at a faster pace in January than in December
> > and most businesses faced tougher conditions, said Stephen Green, a
> > Shanghai-based economist at Standard Chartered Bank. “Less bad news is
> > not good news,” he said.
>
> > Even if stimulus spending creates 8 percent growth this year, meeting
> > the government’s target, “it will unlikely be healthy, job-creating
> > growth” because mostly it will boost demand for steel and cement and
> > provide little support for consumption, said Green.
>
> > The World Bank said
>
> ...
>
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