China Real Estate: When Is A Bubble A Bubble?

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Source of picture: www.managingthedragon.com

By John Richardson

I love the phrase used by Andrew Peaple of the Wall Street Journal in this article on China’s property “bubble”: Getting a straight answer is like “nailing jelly to a …

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Unravelling China’s polyester market

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By Malini Hariharan (Malini is now joint blogger for Asian Chemical Connections)

China’s immense appetite this year for all petrochemicals has been puzzling many of us. This blog has been regularly asking questions and some answeres for the polyester and …

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“Middle East To Control Basic Chems In 3-5 Years”

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Abu Dhabi ahead in the race?

Source of picture: www.gulftrackservices.com

By John Richardson

The global basic chemicals industry is likely to end up under the dominant control of the Middle East, and possibly Asia, within the next 3-5 years, a …

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Disappointment in India…speculation on Rabigh

By Malini Hariharan (Malini is now joint blogger for Asian Chemical Connections)

The 17 Nov public hearing arranged by the Indian government at Delhi to discuss provisional anti dumping duties levied on PP imports from Saudi Arabia, Singapore and Oman …

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A Chilling Chinese Export Rumour

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 ”They are so cheap, I might even buy one as a hedge against global warming”Source of picture: www.formalwilderness.blogspot.com

 

This blog has spent a lot of time tormenting itself over the sustainability of China’s extraordinary economic rebound during 2009.

“Just …

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Crude, Demand Destruction & Irresponsible Bankers

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Source of picture: www.walletpop.com

 

 

By John Richardson

In his own words Paul Hodges of International e-Chem – and also a fellow blogger – puts in a nutshell some of the dangers confronting the chemicals industry as we …

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US Dollar Carry Trade Threat To Chemicals

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Stay cool and don’t panic!

Source of picture: www.wired.com

 

 

By John Richardson

THE growth of the carry trade US dollars – leading to a sharp depreciation of the greenback and possibly of many other unintended consequences – represents …

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The more the merrier

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By Malini Hariharan (Malini is now joint blogger for Asian Chemical Connections)

Sumitomo Chemical and Saudi Aramco appear to be in a generous mood. After successfully launching the first phase of their joint venture and starting work on the second …

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Naphtha Highest Level For More Than A Year

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 Shelf-space to be in short supply again?

Source of picture: www.zrdata.com

 

ASIAN naphtha prices hit their highest level for more than a year yesterday – reaching $701/tonne CFR Japan for second-half December open-spec material on “improved market conditions”.

Earlier this …

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More Questionable Chinese Data Clouds The Picture

It seems as if Lex of the Financial Times is finally catching up with this blog by questioning the validity of some of the official data coming out of China. We take this as a compliment.

In today’s column it talks about …

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