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US To Lose Out To China In Energy Race

By John Richardson

ARE you either a “tree hugger” or a “climate science denier”? If you fall into one of these two categories, you will be one of the dwindling minority of people who support a multi-faceted approach to US …

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Thailand’s Coup: The Economic Suspension Has Gone

By John Richardson

WE are  going to feel every political, social and economic bump in the road from now on because the suspension on the proverbial automobile has gone.

No longer can Asian economies compensate for their domestic problems in …

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Demographics Threaten China Property Collapse

By John Richardson

THE persistent weakness in China’s petrochemicals markets had mainly been caused by problems in the country’s property sector, according to many delegates on the sidelines of last week’s Asia Petrochemical Industry Conference (APIC) in Pattaya, Thailand.

Here …

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How To Measure Modi’s Success

By John Richardson

WINNING an election is one thing and governing is entirely different – as the hopeless Tony Abbott is discovering in Australia (more in a later blog post).

We sincerely hope that Narendra Modi proves to be a …

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US Jobs Revival A Mirage

By John Richardson

THE US is well and truly back economically was once again one of the themes at this year’s Asia Petrochemical Industry Conference (APIC) in Pattaya, Thailand.

It was argued that shale gas has led to a manufacturing …

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China Reconsiders Petchems Targets

By John Richardson

CHINA has long set targets for petrochemicals self-sufficiency in each of its  five-year economic plans – and those targets have been pretty aggressive as the chart above, showing the recent rise in ethylene production, indicates. These have …

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Xi Jinping Further Underlines China’s “New Normal”

CHINA’S president Xi Jinping, in a landmark speech at the weekend, talked about the “New Normal” of lower economic growth and a different type of growth altogether.

He qualified this different type of growth as follows: “Through innovation and technological …

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China’s Evolving Autos Market: What It Means For PP

By John Richardson

THE tide of credit that lifted all boats in China meant that chemicals company CEOs could get away with clichés such as “the rise of the middle classes” and “increasing urbanisation” and later point to strong sales …

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China Autos: The Race To The Bottom

 

By John Richardson

CHINA’S autos market is not behaving in the way that it did in 2008-2013, when, as the chart above further illustrates, demand growth was nothing short of staggering.

In Q1 of this year, sales growth moderated …

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Modi’s Biggest Challenge: Tackling Poverty

 

By John Richardson

Narendra Modi, as we discussed last week, faces a big job in unlocking the stalled infrastructure investment that is holding back India’s economic growth.

Optimists, however, point to his success as chief minister of Gujarat, which …

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