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Sinopec’s Role In China’s New Normal

By John Richardson

SINOPEC has published its first-ever environmental report, as fellow blogger Paul Hodges points out in this blog post.

What an amazing turnaround. Before the pivotal November 2012 Third Plenum meeting, there was little pressure on Sinopec or …

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PetroChina and Sinopec Will Never Be The Same Again

By John Richardson

CHINA’S two giant state-owned oil, gas, refining and petrochemicals companies have enjoyed many fantastic years during which they could do just about what they liked, according to an increasing number of critics.

“You can’t control them,” an …

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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 …

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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 …

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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 …

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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 …

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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 …

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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, …

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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 …

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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 …

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