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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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China Labour Markets And Automation

By John Richardson

CHINA’s blue collar workers are in a very strong position, as we discussed in our 19 December post.

They are benefiting from an ageing population that has already resulted in a decline in the size of China’s …

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Researching China Credit And Growth

By John Richardson

A lot of the focus in polyethylene (PE) markets at the moment is on supply and on what impact this might have on the key China market during 2014.

Crunching this data will always remain a crucial …

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3D Printing Likely To Change Just About Everything

By John Richardson

3D printing will very probably force manufacturers, including those who make chemicals and polymers, to build entirely new business models.

Here is why:…

The young in Western societies will be poorer because of less aggregate demand as

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China and India: When Over-Investment Is A Good Thing

By John Richardson

WHEN is over-investment a good thing? This was another question the blog was left pondering after a good conversation with a Beijing-based training delegate during ICIS Training’s recent China Seminar in Bangkok.

She made the point that …

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