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China Pulls Back From Funding Other Emerging Markets

By John Richardson

IT important to be relentlessly realistic about the risks no confronting emerging markets in general, now that China is focusing much more on its own internal problems and needs.

One of these risks – reduced funding of …

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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 Faces Lower Growth In Q2

By John  Richardson

WE conducted another of our highly unscientific surveys amongst polyethylene (PE) producers and traders last week and the message remained the same: Persistently weaker-than-expected downstream demand in China.

“Many downstream plastics processors have seen persistently weak orders …

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Free China Outlook Webinar On Wednesday

By John Richardson

THE blog has spent the last three years focusing heavily on China’s economy. Our analysis, which predicted China’s  about turn, has now gone mainstream.

And now we are running two free webinars on Wednesday (23 April), which …

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What Chinese Q1 GDP Growth Really Tells Us

By John Richardson

ONE of the comments the blog often hears is that even though China’s GDP growth has clearly decelerated, when measured against anywhere else in the world its growth rates are still tremendous.

This argument is deeply flawed …

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China Housing The Biggest Risk

By John Richardson

WHEN the blog made the point during a recent presentation that China is still predominantly a poor country, a chemicals industry executive pointed out that it doesn’t feel that way if you visit the Apple store in …

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China Credit Growth Lowest Since 2005

By John Richardson

CHINA’S polyolefins markets have picked up over the last few weeks on reports of tighter supply.

For example, there are no less than 15 turnarounds taking place in China between March and June. This involves the shutdown …

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The Petronas Decision And Singapore

By John Richardson

THE blog continues to ponder the significance of the Petronas announcement that it is to go ahead with its $27bn refinery-petrochemicals project – the Pengerang Integrated Complex (PIC) at Johor in Malaysia.

“It means that Singapore faces …

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Poverty Alleviation Matters More Than GDP

By John Richardson

RICH people, relatively speaking, don’t buy that many chemicals and polymers – hence, poverty reduction matters from a dollars and cents as well as a moral perspective.

Thus, a report released this week by the Asian Development …

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The Petronas Decision: What It Means

By John Richardson

LAST week’s decision by Petronas to go ahead with its $27bn refinery and petrochemicals complex at Pengerang in Johor, Malaysia, tells us that:…

Nation building remains important in the petrochemicals business. This project will create huge further

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