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Thrifty times call for new strategies

At an investors conference call yesterday, Indira Nooyi, the chief executive of PepsiCo, said she expects the ‘age of thrift’ in consumer spending to continue into next year.

As consumers in the developed world are placing value at the top …

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Chemical execs go long on realism

Offsetting the risk of being over-optimistic?

Source of picture: thetradingpit.net

 

 

MAYBE there should futures contracts in realism versus recklessness. That way any senior company executive who wants to take a punt on next year being better than 2009 can …

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China’s Renewed Deflation Threat

“THIS IS RIDICULOUS. I WAS SITTING AROUND UNSOLD FOR MONTHS AND THEN WAS FORCED TO JOIN A SANTA FLEET-HIRE SCHEME. HOW HUMILIATING”

Source of picture: www.diytrade.com

BEWARE the prophets of recovery in exports of Chinese manufactured goods during the current …

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A Generational Shift In Attitudes To Debt?

Britain’s last generational shift: The 1980s Miners Strike:

Source of picture: www.wsws.org

 

My late parents hated even the concept of debt – let alone the insanely irresponsible error of actually borrowing money.

This is not surprising as my father …

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Waiting for the cheques to clear….

…..and a January collapse

PERHAPS commodity and equity markets will continue to keep denying the weak fundamentals until bonus cheques for fund managers etc have been signed and are in the bank.

Fund managers, because of the way they are …

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Thai project delays good news for markets, but…..

….what do these environmental issues mean for Thailand as an investment destination?

 

 

The Map Ta Phut refinery-petrochemicals complex

Source of picture: Pattaya News

 

 

 

By Malini Hariharan (Malini is now joint blogger for Asian Chemical Connections)…

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Is the risk of staying long worth it?

 

Source of picture: Time.com

 

 

Yesterday I talked about lack of willingness by western banks to lend money because their focus was on rebuilding reserves.

But Steven Major, Global Head of HSBC’s Fixed Income Strategy Team, puts a …

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We are heading for $45 a barrel crude this year

SWIMMING IN OIL?

 

Source of Picture: fashionfunky.com

 

 

The threat posed by Iran test-firing its Shahab-3 missiles and a rally in US equities on increased M& activity in the drug and technology industries pushed crude slightly higher yesterday …

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Correction On China Economy Piece

I thought I would publish Michael Pettis’s reply to my piece yesterday here rather than approve as a comment:

Good piece but one correction.

I don’t think 8-9% growth this year and next is impossible. On the contrary, I think …

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The Threat from Dark Pools

Source of picture: zerohedge.blogspot.com

It might seem a little melodramatic (and it’s a wonderfully melodramatic name), but what kind of threat do dark pools – and other off-exchange trading mechanisms – present to all our livelihoods?

You can see that …

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