Tag Archives | Boom Gloom and the New Normal

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Failure Of Central Bankers

Source of graph: Reuters

 

By John Richardson

THE Federal Reserve has got it badly wrong, and could compound its mistake by launching a third round of quantitative easing (QE3), warns Ruchir Sharma, head of emerging markets and global macro …

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If You Build It They May Not Come

By John Richardson

“You cannot just sit back and expect things to happen the way they have happened in the past, especially in emerging markets.” This insight from a senior Asian-based executive with a global polyethylene (PE) producer highlights the …

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A Game Of Two Halves

Source: ICIS

 

By John Richardson

CHINA’S fibre intermediates industry could end of being a game of two halves in 2012, to use an old football (or soccer for the benefit of our America readers) cliché.

The reason is that …

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Dysfunctional Oil Markets

By John Richardson

“HOW do a I tell my customers that polyethylene (PE) price rises are justified by more expensive naphtha, when the market is so weak?” asked an Asia-based sales and marketing executive with a major producer earlier this …

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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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A Call To Action

We are about to set out on a great journey as the world transitions to the New Normal.

The reason for the journey is that the world economy has changed irrevocably as a result of the financial crisis and the …

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European Firms Assess China Exit

By John Richardson

CHINA’S rising labour costs and a worsening regulatory environment had resulted in almost a quarter of European firms to consider relocating their activities elsewhere, said a survey by the EU Chamber of Commerce and Roland Berger Strategy …

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Global Economy Loses Suspension

By John Richardson

ISN’T it interesting how when you talk to someone involved in a petrochemicals project, either publicly or privately, their project is very often sufficiently to the left of the cost curve to gain a winning advantage over competitors?

Discussions …

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North America Manufacturing Rebound

 

By John Richardson

THIS fascinating slide from Accenture, in a new study that the consultancy is about to release on the rebound in North American manufacturing competitiveness, quantifies the steep rise in relative labour costs in China between 2001 …

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A Road Map For Success

The new chapter of our free ‘Boom, Gloom and the New Normal’ ebook sets out a road map to success for companies in the New Normal. It also identifies 5 key areas where major change is already underway.

Demand-driven. Markets …

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