Tag Archives | 12th Five-Year-Plan

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China Politics

In the last of our series of blog posts on some of the major challenges facing China’s economy over the next 12-18 months, we look at politics.

 

 

By John Richardson

THE outcome of the battle over China’s economic …

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China Bad Debts

In the first of a series of blog posts on the major challenges facing China’s economy over the next 12-18 months, we look at bad debts.

 

High stakes in Hangzhou. Source of picture: Wikimedia  

 

By John Richardson

A …

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China’s VUCA Moment

 

Ben Bernanke. Source of picture: Wikipedia

 

By John Richardson

OUR next three blog posts will examine some of the threats to a recovery in China’s chemicals and polymer demand growth over the next 12-18 months.

We will look …

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KPMG Warns Of US Overcapacity

 

By John Richardson

A management consultancy has gone on the record to warn about what the blog has been warning about for months: That the US petrochemicals industry is in danger of pushing itself into oversupply.

KPMG, in a …

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China’s Luxury Goods Risk

 

By John Richardson

THE “luxury end” of China’s polyethylene (PE) market is being heavily targeted by overseas producers and the results so far have been pretty spectacular, according to one of the producers.

“The annual growth in demand for …

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Managing China’s Political Challenge

By John Richardson

Getting on with politicians is always pretty useful for doing business anywhere.

And in China right now, it is a case of working key relationships with the right set of senior politicians who are set to take …

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China’s Labour Complications

Source: Wang Feng, director of the Brookings-Tsinghua Center for Public Policy in Beijing, from an article published in the China Economic Quarterly.

 

By John Richardson

ONE of the explanations for China’s disappointing petrochemicals demand growth during 2012 is that …

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Chemicals In A Vicious Cycle

 

 

By John Richardson

OIL prices could fall to as low as $35-40 a barrel or might slip no further than $60-70 a barrel, depending on which analyst you belief.

And we know of one global polyolefins company that …

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China Still Destocking

 

By John Richardson

A NEW report from HSBC supports our argument that China’s synthetic resin market has yet to bottom out.

Big structural changes in China’s economy are an additional factor, in our view, to the slowdown in China …

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Cotton In Uncharted Territory

 

 

By John Richardson

POLYESTER producers, and their raw-material suppliers, enjoyed a huge boost to their profitability between October 2008 and March 2011 when cotton prices increased by 468 percent from 40 cents/lb to $2.27/lb.

This led to polyester …

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