Chemical execs go long on realism

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Offsetting the risk of being over-optimistic?

Source of picture: thetradingpit.net

 

 

MAYBE there should futures contracts in realism versus recklessness. That way any senior company executive who wants to take a punt on next year being better than 2009 can …

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China’s Renewed Deflation Threat

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“THIS IS RIDICULOUS. I WAS SITTING AROUND UNSOLD FOR MONTHS AND THEN WAS FORCED TO JOIN A SANTA FLEET-HIRE SCHEME. HOW HUMILIATING”

Source of picture: www.diytrade.com

BEWARE the prophets of recovery in exports of Chinese manufactured goods during the current …

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A Generational Shift In Attitudes To Debt?

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Britain’s last generational shift: The 1980s Miners Strike:

Source of picture: www.wsws.org

 

My late parents hated even the concept of debt – let alone the insanely irresponsible error of actually borrowing money.

This is not surprising as my father …

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Waiting for the cheques to clear….

…..and a January collapse

PERHAPS commodity and equity markets will continue to keep denying the weak fundamentals until bonus cheques for fund managers etc have been signed and are in the bank.

Fund managers, because of the way they are …

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Thai project delays good news for markets, but…..

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….what do these environmental issues mean for Thailand as an investment destination?

 

 

The Map Ta Phut refinery-petrochemicals complex

Source of picture: Pattaya News

 

 

 

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

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Challenges for chemicals trading in Q4

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The views of two Singapore-based chemicals traders explain some of the fundamental shifts in production, logistics and demand since the economic crisis began.

“I have done reasonable business this year and made quite good returns, but volumes are way down,” said …

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Is the risk of staying long worth it?

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Source of picture: Time.com

 

 

Yesterday I talked about lack of willingness by western banks to lend money because their focus was on rebuilding reserves.

But Steven Major, Global Head of HSBC’s Fixed Income Strategy Team, puts a …

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“It’s the level, stupid – it’s not the growth rates….”

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…..said Mervyn King, governor of the Bank of England

Source of picture: northbriton45blogspot.com

ANY excitement over US house-price figures for July – which showed the biggest monthly gain for years when they were released yesterday – has to be put …

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We are heading for $45 a barrel crude this year

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SWIMMING IN OIL?

 

Source of Picture: fashionfunky.com

 

 

The threat posed by Iran test-firing its Shahab-3 missiles and a rally in US equities on increased M& activity in the drug and technology industries pushed crude slightly higher yesterday …

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All At Stake And At Sea For October

A bit like the fund managers who are anxious to keep the equities rallies going until the end of the year in order to protect bonuses, there must be a lot of petrochemicals people hoping pricing in our sector will …

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