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More Muddle And Confusion

By John Richardson

Manufacturers yesterday reported rising output and improved employment prospects in the US, Europe and Asia.

China’s Purchasing Managers’ Index (PMI), involving a survey of more than 700 manufacturers, increased for the eighth straight month in a row …

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More evidence of China’s export rebound

Source of picture: Businesweek

 

More evidence is emerging of the big rebound in Chinese exports resulting from government subsidies, including a Yuan now pegged to the dollar, soft and plentiful bank loans and export-tax rebates.

More than 9,000 quality …

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A fresh vote of confidence for the DCE

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

It helps to have a commodity bull on your side and that’s just what the Dalian Commodity Exchange (DCE) has succeeded in doing. Jim Rogers, the noted investment …

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China Sept chemical import-surge data

More of the cheap stuff?

Source of picture: www.thelocal.de

 

Some of the China import data for September is now available – showing record-high imports of monoethylene glycol (MEG), ethylene vinyl acetate (EVA), polyacetal, polycarbonate (PC).

“I have given up …

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China Export Gains Raise Sustainability Fears

 

Source of picture: www.msnbc.msn.com/id/23512037/

 

 

CHINA is making export gains at the expense of other higher-cost competitors that might not be sustainable because of reasons including rising trade protectionism and economic rebalancing.

Chemical companies need to factor in …

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China’s Great Growth Gamble

 

Source of picture: www.todaysfinancialnews.com

China’s feverishly fast construction of roads, power plants and new industrial capacity has been designed to offset the decline in exports – and what a short-term success the policy has been.

Of the 7.7% of …

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China indicates monetary tightening

Confused Direction

Source of picture: China Daily

 

 

A TIGHTER monetary policy is being evaluated by China’s State Council, one of the country’s most-powerful legislative bodies, according to numerous media reports – including this one from Reuters.

And the …

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How ridiculous does ridiculous have to get?

“YES, I HEAR YOU – I’M LISTENING….”

Source of picture: New York Daily News

 

How ridiculous does crude-oil pricing have to become before regulatory reforms occur that limit the role of financial speculation in a helpful way?

This was …

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The Iranian investment struggle

 

Source of picture: www.textually.org

 

The political sensitivity surrounding Iran is so great that US-based companies are not even allowed to attend presentations by Iranian officials at conferences, a source said.

“I witnessed a recent walk-out during a presentation …

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Don’t count on Thai project delays

I have been digging a little deeper into the Map Ta Phut issue and it looks like expectations of major delays to projects at the site were a little premature.

Construction has not stopped despite a ruling by Thailand’s Central …

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