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China: How Conventional Wisdom Becomes Conventional Wisdom

By John Richardson

HOW does  conventional wisdom – i.e. the opinion of the majority – become conventional wisdom?

This is a subject that the blog pondered over the last few days as it wandered around Euro Disney. Unfortunately, Mickey, Donald …

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China’s About Turn: The Seven Global Implications

By John Richardson

HISTORIANS will end up concluding that falling emerging market currencies and stock markets – the prelude to what could be a full-blown crisis –  is really about China and not about the US Federal Reserve. The Fed …

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The US Shale Gas Boom Will End

Don’t follow the herd… 

By John Richardson

ISN’T it amazing how we keep getting caught out by the unexpected, from the global financial crisis to  China is entering a period of much-lower growth?

No, not really. As long as we …

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M&A Predictions For 2012

By Malini Hariharan

After a record year of M&A activity will uncertainty about the global economy and weakness in many chemical markets dampen the appetite for new deals?

Nearly $82bn of deals were completed last year, more than double the …

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Middle East looks overseas for growth

By Malini Hariharan

The US shale gas buzz is now drawing Middle East companies with Sabic’s CEO revealing yesterday that the company is considering investing in a US cracker.

Sabic would pursue the US cracker on its own or with …

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PTT Global’s latest buy and Siam Cement’s Indonesia plan

By Malini Hariharan

There have been no headline-grabbing deals but bit by bit PTT Global Chemical is extending its business beyond Asia and entering new product areas.

Yesterday, PTT Global announced plans for a joint venture with Perstorp Holding France …

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Siam Cement set for next Indonesian buy

By Malini Hariharan

After picking up a 30% stake in Chandra Asri, the Siam Cement Group (SCG) is looking to seal its next Indonesian buy.

Two companies, SCG and Japan’s Itochu Corp, are reported to have advanced to the second …

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Siam Cement eyes big Indonesian buy

By Malini Hariharan

Confirmation has come in from the Siam Cement Group (SCG) that it is in the race to acquire stakes in two Indonesian companies – Chandra Asri and Sulfindo Adiusaha.

“We are interested in both firms in Indonesia …

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Chandra Asri stake up for sale?

By Malini Hariharan

Indonesia’s sole cracker operator Chandra Asri faces yet another ownership change with Singapore’s Temasek Holding reported to be looking at divesting its stake in the company.

The news report in the Wall Street Journal said several companies …

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US Fed policy may be going Back to the Future

by Paul Hodges

Today’s 419 point fall on the Dow Jones Average, and $6/bbl fall in WTI crude oil prices, may not be just another example of the wild volatility that has come to seem normal in financial markets.

It …

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