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Thailand: Build A Contingency Plan

Source: Petroleum Institute of Thailand

 

By John Richardson

IT can be argued that Thailand is in a better state than fellow ASEAN members Indonesia and Malaysia.

Government spending in Thailand relative to GDP is said to be lower than …

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Malaysia: Taking The Long View

Source: Malaysia Petrochemicals Association

 

By John Richardson

THE problems in Malaysia have been evident for a long time.

But thanks to the irresponsible and failed actions of the US Fed, the flow of funds into the Southeast country had …

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Indonesia: Sweat It Out!

Jakarta at night (source of picture: Wikimedia)

 

By John Richardson

THE blog first visited Indonesia in October 1997, shortly after the onset of the Asian Financial Crisis, and was amazed to think that only a few months earlier, the …

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China Market Intelligence Still Contradicts PE Demand Rise

By John Richardson

The debate continues as to exactly why polyethylene (PE) apparent demand (domestic production plus imports) in China rose by 13% in January-June of this year compared with the same period in 2011.

Why the anxiety? Because most …

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Asia, The Fed And Swimming Naked

 

By John Richardson

WHEN the tide eventually goes out, we will find out who has been swimming naked.

This will also be the case in several emerging markets, ex-China, when the Fed eventually draws down its stimulus.

Hot money …

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Southeast Asia’s Export Dependency

Source: Petroleum Institute of Thailand

 

By John Richardson

THERE is a lot of excitement about the self-sustaining nature of Southeast Asia’s (SEA) economy thanks to, for example, nine consecutive quarters of GDP growth of more than 6% in Indonesia …

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China Compensation

By John Richardson

A MAJOR Southeast Asian polyethylene (PE) producer has reduced its percentage of exports to China from 30-40% in 2012 to just 10% so far this year, a source with the producer told the blog on the sidelines …

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Malaysia’s Economic Challenges

By John Richardson

Barisan Nasional (BN) has won Malaysia’s general election although Anwar Ibrahim (see picture on the left), leader of the opposition, has so far refused to concede defeat because he claims that there has been widespread election fraud.…

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Taiwan Growth Underlines Long Term Shift

By John RichardsonEVIDENCE that China is no longer acting as the growth engine of the world, because it is too busy dealing with internal adjustments, is mounting.

For example, on Tuesday of this week Taiwan announced that its year-on-year Q1 …

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Southeast Asia ‘s Economic Boom

By John Richardson

SOUTHEAST (SEA) polyolefins demand grew by 15-20% last year in some of the region’s emerging countries, such as Indonesia, according to a source with a major global producer.

Confidence is high as overseas money pours into super-hot …

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