Tag Archives | BRICs

India Risks Squandering Demographic Dividend

By John Richardson

INDIA is at risk of squandering its demographic dividend, warned investment bank Espirito Santo when it wrote in a September 2013 note:

If India continues its current path it will face a catastrophic shortage of jobs, creating …

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ExxonMobil Highlights US Growth Challenge

By John Richardson

WHEN somebody very senior in the petrochemicals industry makes a bold statement – one that pulls no punches – it is worth taking note.

And so it is worth reading in full what Stephen Pryor, ExxonMobil Chemical …

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Prepare For More Fragmented, Protected Markets

By John Richardson

Last week, the blog gave a presentation at the ICIS Asian Polyolefins Conference in Jakarta during which we highlighted the anxiety over the impact of increased low cost ethylene and derivatives exports from the US.

But only …

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Planning For New Growth Patterns

By John Richardson

“Have you noticed that your parents spend less money than you do?” asks Merryn Somerset Webb in this Financial Times article. She agrees with us that the answer is, of course, “Yes”.

This very neatly brings the …

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The BRICS Fallacy

By John Richardson

THE above chart, from a new Research Note released by fellow blogger Paul Hodges, exposes the fallacy that BRICS and emerging-market growth can by themselves rescue the global economy.

And, as we have highlighted before on this blog, …

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US Chemicals Still Behind 2007

 By John Richardson

US chemicals production remains way below its pre-crisis 2007 level but production in Asia-Pacific, after a brief blip in 2009, continues to soar, according to these charts from the American Chemistry Council.

Whereas US producers have carried …

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Greek Election Results Change Nothing

By John Richardson

HOW long will the relief rally last in oil and equity markets following the Greek election results?

Sadly, the answer is not long, because difficult discussions lay ahead for the New Democracy party as it tries to …

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