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Dear Mr Abbott, What On Earth Have You Done?

By John Richardson

INNOVATION has to be the cornerstone of Australia’s economy from now on because of these two reasons:

1.)    The China-led resources boom is over  and so Australia can no longer just dig stuff out of the ground …

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Australia At An Economic Crossroads

By John Richardson

THERE is no such thing as level playing field when it comes to the chemicals industry and, for that matter, probably any other industry.

China has long-subsidised many of its industries through soft loans for new projects, …

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China Reforms: The Global Implications

By John Richardson

IT can feel logical to assume that the fundamentals of the petrochemicals business in Asia haven’t really changed.

When you think about it, apart from a brief interruption in the region’s success story during the Asian Financial …

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How To Measure Modi’s Success

By John Richardson

WINNING an election is one thing and governing is entirely different – as the hopeless Tony Abbott is discovering in Australia (more in a later blog post).

We sincerely hope that Narendra Modi proves to be a …

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Narendra Modi’s Infrastructure Challenge

By John Richardson

NARENDRA Modi looks as if he will end up leading the BJP-coalition to victory in India. This has led to a surge in optimism that he can repeat the “economic miracle” he achieved in Gujarat at a …

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China’s Rough Ride To Sustainable Growth

By John Richardson

IT makes no sense whatsoever to think that the transition to another type of growth in China will inevitably be so smooth that there is hardly any disruption to the global economy, and, with it, of course, …

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Australia, China And “Social Accounting”

By John Richardson

WESTERN Australia is still in the midst of the tail end of a golden economic sweet spot, thanks to a once-in-many-generations resources boom.

People are not only benefiting from the fantastic money that is being made by …

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Chemicals Companies Need To Prepare For Deflation in 2014

By John Richardson

IF the US Fed’s polices are working why is AP Moller Mearsk – the shipping company which is widely seen as a proxy for global trade – cutting costs and reducing capacity?

Probably because as Henny Sender …

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Australia: Nice Work If You Were Able To Get It

By John Richardson

BACK in the late 1990s, the blog held a discussion with an Australian petrochemicals industry executive. He described his country’s approach to free trade, or rather the lack of it, as “to put it politely, naïve, and …

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Malaysia’s Scary Investment And Spending Bubbles

Source: http://www.globalpropertyguide.com

 

By John Richardson

Will this time really be different in Southeast Asia? Everyone hopes so.

But the arguments put forward by economist Jesse Colombo back in January – about investment bubbles building up across the region – …

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