Building A Society With A Soul

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What would would the great man have thought?

Source of picture: Newham Council, the UK

Four of the things my dear late father taught me were:

*Never vote for the British Conservative Party

*Never cross a picket line

*Always pursue …

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Can what made the US sick make China well?

It seems ironic that in the crazy scramble to protect itself from the consequences of the US collapse of the US debt-growth model, China has headed down the same path.

As my fellow blogger Paul Hodges pointed out last Friday, …

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Calling all CFOs: Ready To Take The Plunge?

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Source of picture: oxo.typepad.com

Leaving China aside for a change – where the speculative frenzy continues apace -Paul Satchell, chemicals analyst, has a four-step measure for assessing whether the US and Europe are really out of the woods.

“Purchasing behaviour …

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Dalian: A Whole New Ball Game?

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Source of picture: waittilnextcentury.blogspot

Back to an old theme, the Dalian Commodity Exchange, this story from ICIS news talks of how physical cargoes are being bought and then sold at a price fixed now for November delivery. At the time …

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China’s commodity stockpile gamble

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Source of Picture: Australiannews.com

In this article in the South China Morning Post (you can register for free for 14 days if you are not already a subscriber) Michael Pettis makes the argument that China is taking a big risk …

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What I Want to Know in H2 – Part One

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How will this one run?

Source of Picture: chemicals-technology.com

In the 12 years I’ve been covering the chemicals industry I don’t think I have come across a time of such exceptional market muddle.

The traders love it. As a wise …

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Chemicals company H2 complacency?

Chemical companies as a whole displayed “dangerously complacent” views about second-half 2009 prospects when they released their Q2 results late last week, argues chemicals analyst Paul Satchell in his blog.

“They believe that demand has bottomed. Although they can’t see …

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China inventory sentiment survey

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Peering through the fog

On the theme of data again, in the ideal world it might be possible to send thousands of hardworking foot solders out into the field in China to chase down every warehouse of polymers and count …

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Lies, damned lies and data

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“Excuse me, are you sure about that?”

Source of Picture: bshort.org

A wise man said to me recently: “All data is wrong; all you can do is make sure you are consistently wrong”.

Now this is absolutely not meant to …

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Asia anxious over the wrong kind growth

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Like this for a while longer?

Source of Picture: Bahnuprasad.net/blog

The question, of course, is what is the right kind of growth?

If you are trader of whatever kind the only growth you care about is in aset values. In …

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