Tag Archives | Boom Gloom and the New Normal

Malaysia: Taking The Long View

Source: Malaysia Petrochemicals Association

 

By John Richardson

THE problems in Malaysia have been evident for a long time.

But thanks to the irresponsible and failed actions of the US Fed, the flow of funds into the Southeast country had …

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Asia’s Naphtha Crackers

By John Richardson

ONE industry observer describes some of the cracker and refinery-petrochemicals projects in Southeast Asia (SEA) as “national projects”. In other words, their justification is not entirely on economics, but also about nation building and reducing import dependency.…

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Asia, The Fed And Swimming Naked

 

By John Richardson

WHEN the tide eventually goes out, we will find out who has been swimming naked.

This will also be the case in several emerging markets, ex-China, when the Fed eventually draws down its stimulus.

Hot money …

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Ten Solutions For The Global Economy

By John Richardson

LAST week we highlighted how a Boston Consulting Group study has reached many of the same conclusions as our e-book, Boom, Gloom & The New Normal, on the fault lines in the global economy.

Similarly, many of …

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Ponzi Scheme Economics

By John Richardson

AN important study by the Boston Consulting Group (BCG) underlines most of the views we put forward in our e-book, Boom Gloom & The New Normal.

“The developed world’s Ponzi scheme is caused by record-high levels of …

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Social Change And Growth

South Korea and its consumer-driven economy

Source of picture:  KeystoneUSA-ZUMA/Rex Features

 

By John Richardson

MEASURING demand growth cannot involve merely assuming that the future will be the same as the past, as this increasingly complex world continues to tell …

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South Korea’s Demographic Challenges

By John Richardson

SOUTH Korea serves as another example of how demographics are reshaping Asian economic prospects.

“By 2018, 14% of its population will be over 65, making it officially an ‘aged society.’ That is six years sooner than Japan …

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Asian Demographics Change Demand Patterns

THIS blog was once criticised for devoting too much time to the big picture – e.g. politics, economics and demographics – one of the major themes of our free e-book, Boom, Gloom & The New Normal.

We beg to differ. …

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Dow and DuPont Make Major Job Cuts

Dupont’s Ellen Kullman

 

By John Richardson

Dow Chemical’s decision to cut 2,400 jobs, as it posted a 32% drop in earnings per share, was the result of what CEO Andrew Liveris said was difficult conditions that “may have extended …

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No More Of This…

By John Richardson

THE big hope is that once China returns from its National Holidays (1-7 October), petrochemicals markets will enjoy a big and sustainable recovery.

It is not going to happen.

Throughout this year, the hope has been that the …

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