Archive | Environment RSS feed for this section

India’s Budget: Going Beyond The 2% Who Own Shares

By John Richardson

ANYBODY who invests in the Indian stock market might well regard today as a buying opportunity ahead of tomorrow’s announcement of India’s latest budget.

Or, of course, it might be an opportunity to go short if you …

Continue Reading

China Peak Steel And Chemicals Demand May Have Arrived

By John Richardson

EVERYONE involved in the iron ore business must be very worried about the recent speech by the new chairman of the China Iron & Steel Association.

“Under the ‘new normal’ China’s iron and steel consumption has already …

Continue Reading

India’s Search For A New Growth Model

By John Richardson

THE great news is that China is moving towards a new, and potentially very effective, economic growth model.

Can we say the same for India?

The reason why I pose this question is because, since Narendra Modi …

Continue Reading
P1-BS532_CHINAG_16U_20150119220313

China: Counting The Cost Of Wrong Analysis

By John Richardson

VERY few people listened when I warned in November 2013 that China’s economy was about to enter a “New Normal” as a result of the biggest about-turn in economic policy that China had seen for at least …

Continue Reading

China: There Is Still Time Left To Fix Mistakes

By John Richardson

WHEN something seems as if it is just too good to be true it usually – and this applies to China’s auto market.

As I have long argued, growth had to moderate from the 138% increase in …

Continue Reading

China: Your Four-Point Guide To The Interest Rate Cut

By John Richardson

LATE last year China’s government launched one final round of old-style economic stimulus so they could build-up political support ahead of the boldest set of reforms to the economy in at least 20 years.

This was clearly, …

Continue Reading

China And The US: History Repeats Itself

By John Richardson

THE history of the economic rise of the United States during the 19th and 20th centuries is littered with instances of financial crises, oversupply in manufacturing and infrastructure and government stimulus programmes – most notably, the New …

Continue Reading

Getting Started On Rebuilding Your Company Strategy

By John Richardson

THE New Normal is a journey of discovery, as my colleague Paul Hodges pointed out in his blog post yesterday.

As this latest global economic crisis develops, it is vital that we start the journey otherwise many …

Continue Reading

Want Oil Prices Back At Above $1OO? Be Careful What You Wish For

By John Richardson

WE worry that quite a few people still don’t get it on crude oil.

Here is why:…

As recently as July, as the chart above from the latest BP Energy Review shows, oil prices were from 2009

Continue Reading

Oil Prices at $50 or $150 In 2015? Take Your Pick

By John Richardson

REAL price discovery is finally returning to oil markets after years of incredibly harmful central bank stimulus which put the market largely in the hands of the speculators.

But now actual supply of and demand for oil …

Continue Reading