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China Coal-To-Olefins Projects Not Just About Oil Prices

By John Richardson

CHINA will do what suits China from a national perspective. Remember this in all your new thinking about how its chemicals industry will behave in the future and I think you will be on the right tracks.…

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Rudderless Australia Drifts On

By John Richardson

THERE used to be two certainties in life that everyone in Australia could depend on. We all know that the first certainty was, and sadly still is, death. But the second certainty was China acting as the …

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US Split Into Two Countries And Both Must Prosper

By John Richardson

WHAT is the most important job for any politician? Ensuring the long term economic health of her or his country.

And in the ideal world, our politicians should pick the policies that get this essential job done, …

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China’s Latest Interest Rate Cut: The Essential Context

By John Richardson

CHINA lowered interest rates for the third time in six months on Sunday in a further attempt to limit the damage caused by economic reforms.

The two earlier rate cuts, and February’s reduction in the bank reserve-requirement …

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How 3D Printing Means No Repeat Of China’s Growth Story

By John Richardson

AS you can see from the above chart, China’s percentage share of the global polypropylene (PP) market has risen from 15% of consumption in 2000 to 33% in 2014. During the same period, however, India’s share of …

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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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