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China’s Borrowing Slowdown

By John Richardson

IT is the demand for loans that matters in China these days more than their supply, as chemicals markets have been telling us for over a month now.

And now, statistical back-up for our anecdotal evidence, that …

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Is Thailand heading for the rocks?

A huge amount of petrochemical capacity – some $12bn worth – is being built in Thailand, way in excess of the quantity added before the Asian financial crisis.
This is all predicated on Thailand becoming a manufacturing hub for Southeast …

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