Archive | India RSS feed for this section

Crude Oil: How To Avoid A 2015 Budget Disaster

By John Richardson

IF I knew the outcome of today’s crucial OPEC meeting in Vienna well, of course, I wouldn’t have to write this blog post to make a living.

But what I do know is that oil markets, now …

Continue Reading

Oil At $100 Was “A Rich World Luxury”

By John Richardson

THE attitude towards lower oil prices in the developing world  is “bring it on”, as it is an opportunity for hundreds of millions more people to escape poverty (see the above diagram).

Once people start earning, say, …

Continue Reading

Saudi Arabia Can Withstand Years Of Lower Oil Prices

By John Richardson

QUITE a common argument out there is that if and when higher cost US shale oil production shuts down, oil prices will start creeping up again  – and they will soon reach close to $100 a barrel …

Continue Reading

Global Polyethylene: A Painful Balancing Act

By John Richardson

HERE are a few important facts about polyethylene (PE):…

China accounted for 30%, or 2.35m tonnes , of global imports of linear low-density PE (LLDPE) in 2013 (see the above chart).
It accounted for 43% of high-density

Continue Reading

Fed Policies Increase Emerging Market Poverty

By John Richardson

THERE are 2.8bn people – 40% of the world’s population – who live on $2-10 a day.

These people are “the fragile middle”, according to the Financial Times, as they are constantly in danger of falling back …

Continue Reading

Modi: Great Words, All The Best, But We Are Watching You

By John Richardson

IT IS once again fantastic news that Narendra Modi has highlighted the need to improve sanitation in India, as he also did last month.

During his National Day speech last week, India’s prime minister called on listeners …

Continue Reading

Indonesia’s Jokowi: Poverty Alleviation The Key

By John Richardson

INDONESIA’S new president seems like a breath of fresh air because he is outside the establishment and has portrayed himself as a man of the people.

But one of Joko Widodo’s problems is that the establishment isn’t …

Continue Reading

India’s Budget: The Toilet Test

By John Richardson

IT was fantastic news to hear that Narendra Modi, in his first budget as Prime Minister, has repeated his pledge of ensuring that every Indian has access to a toilet by 2019.

But will he follow through …

Continue Reading

How To Cash In On India’s Demographic Dividend

By John Richardson

A DEMOGRAPHIC dividend is only a demographic dividend if you can create enough jobs for most of your young people. That’s one of India’s biggest challenges.

During the economic Supercycle, cashing in on this dividend was relatively …

Continue Reading

How To Measure Modi’s Success

By John Richardson

WINNING an election is one thing and governing is entirely different – as the hopeless Tony Abbott is discovering in Australia (more in a later blog post).

We sincerely hope that Narendra Modi proves to be a …

Continue Reading