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Creating Sustainable Chemicals Growth In 2015

By John Richardson

AS just about everyone, including me, obsesses about the more than 40% collapse in oil prices and what it means for the chemicals industry, here is another statistic for you: 58,000 newborns die in India every year …

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China A Nation Of Cheap Copycats? Nonsense

By John Richardson

COMPLACENCY is the enemy of  good analysis and one particular piece of complacent, and quite frankly lazy, analysis is to dismiss China as being permanently stuck in the category of a” low value copycat nation”.

Beware the …

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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 …

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Xi Jinping Further Underlines China’s “New Normal”

CHINA’S president Xi Jinping, in a landmark speech at the weekend, talked about the “New Normal” of lower economic growth and a different type of growth altogether.

He qualified this different type of growth as follows: “Through innovation and technological …

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China Copper, Chemicals And The Interconnections

By John Richardson

IT is the interconnections that matter and the trouble is that few people seem to have adequately thought about the interconnections between the various dysfunctional parts of the Chinese economy.

For example;…

A lot of the main

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China’s Urbanisation Myth Bites The Dust

By John Richardson

THE blog would again be in the position of being able to afford a yacht in Monte Carlo if it had a dollar, even in an Australian dollar these days, for every time it has heard the …

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India Can Be Plastic Fantastic

By John Richardson

THE blog has recently heard India described as “very disappointing” by several overseas executives of major polyolefins producers.

When pressed about what they meant, they told us:…

Economic growth over the last few years has been much

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China: “Just When I Thought I Was Out….”

By John Richardson

THE BLOG woke up this morning determined to write about something else, but, as Michael Corleone said in Godfather III, “just when I thought I was out, they pull me back in”.

What stopped us writing about …

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The US Patient Needs An Operation

By John Richardson

THE Fed’s quantitative easing (QE) programme hasn’t worked because, to use an analogy, it has been equivalent to pumping drugs into a patient that needs major surgery in order to fully recover.

A steady flow of drugs …

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Dow And Commodities-Specialities Integration

 

By John Richardson

IS diversification itself a problem in commodity chemicals and speciality companies with operations under one roof, or is it more how this diversification is handled?

This is a question raised by this excellent Insight article, from …

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