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India: How The “Local For Local” Model Can Boost Growth

By John Richardson

IT is just silly, the idea that India can become an export-based heavy manufacturing powerhouse to rival China. Here are four very good reasons why this cannot happen:…

China, despite its rising labour costs in its eastern

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Asia’s Ageing Populations: Challenges And Opportunities

By John Richardson

EVERYONE should know by now that China faces a demographic crisis that, unless addressed, guarantees much lower GDP growth for many years to come. This explains the urgency of economic reforms designed to escape the “middle income …

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Narendra Modi: Revisiting The “Toilet Test”

By John Richardson

LAST year I set India’s Prime Minister, Narendra Modi a “toilet test: Would he be able to fulfil his promise of giving every Indian access to a toilet by 2019?

I should have actually qualified this question …

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Fed Rate Rise And Indonesia: You Should Be “Shock Proof”

By John Richardson

AS you waited for your flight, you picked up a nice glossy magazine that talked about the “Asian economic miracle” in the kind of one-dimensional language that might have got some of you into this mess in …

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The Hypnotic Allure Of Emerging Markets

By John Richardson

A GLEAMING new skyscraper in downturn Beijing, Bangkok, Mumbai, Jakarta or Kuala Lumpur made for fantastic TV viewing, especially if a photogenic reporter was standing in front of such a building.

The reporter would then talk about …

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Serving The Needs Of The Vulnerable Poor Majority

By John Richardson

HERE is another way of looking at the important new Pew Research study, which I first wrote about last Friday:…

Just 16% of the world’s population live on incomes that would take them safely above the poverty

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Supply Exceptionally Tight, But Real Demand Still Struggles

By John Richardson

WHAT a fantastic year it has so far been for margins, with the chart above showing how in one grade of polyethylene (PE), Northeast Asia (NEA) and European producers are really, really cashing in. The same applies …

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The Developing World: Getting Your Strategy Right

By John Richardson

IT IS just plain intellectually lazy, and, more importantly, very wrong indeed: You work for a petrochemicals company and have been asked by your boss to come up with a demand-growth estimate for the next ten years …

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Ageing Populations And Fitting Two Billion Into One Billion

By John Richardson

THE above chart is of absolutely critical importance for anybody who is serious about estimating both the strength and nature of future global demand growth for chemicals.

If you are not a serious analysts then, sure, ignore …

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Africa: How To Seize Another Opportunity

By John Richardson

WHEN you’ve finished renegotiating with your lenders, your shareholders and your bondholders about what the collapse of oil prices means for your chemicals company, you will, hopefully, have a strategy to come through this crisis more or …

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