Tag Archives | chemicals industry

BBC: “How China Fooled The World”

By John Richardson

FOR the last three years, the blog has been asking people to challenge the consensus view of China.

We have often been accused of being pessimistic for the sake of pessimism. This misses the point. Our point …

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3D Printing Likely To Change Just About Everything

By John Richardson

3D printing will very probably force manufacturers, including those who make chemicals and polymers, to build entirely new business models.

Here is why:…

The young in Western societies will be poorer because of less aggregate demand as

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China GDP Slowdown No Surprise

By John Richardson

ALL but two analysts out of a Bloomberg survey of 41 over-estimated China’s first-quarter GDP growth.

Monday’s announcement of the 7.7% increase – pushing China in to the longest streak of expansion below 8% for 20 years …

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Innovation: No More Time Left To Lose

 

 Source of picture: http://whyfiles.org/ 

 

By John Richardson

MY colleague Nigel Davis has written an excellent Insight article which highlights how some chemicals companies are seeking to respond to changing patterns.

As we have discussed before, Bayer Material Science …

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China Govt Confirms Post-CNY Labour Shortages

The great news behind rising labour costs: Shan Dalin, pictured with his family, is a crane operator from Southwest China’s Guizhou province who has worked in eastern Zhejiang province for 10 years. In 2012, Shan’s monthly income rose to 2,800 …

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Average Babyboomer Turns 55

Today is a day for celebration, as it marks the day that the average Western BabyBoomer, born in 1958, will join the New Old 55+ generation! This is a truly remarkable moment. Even 100 years ago, as the chart above …

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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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China’s Demographic Crisis

          

           Chinese govt poster promoting the one-child policy  

 

 

By John Richardson

IF all you can remember is strong emerging markets growth, then it is easy to be misled into only building into your scenarios the notion that China and …

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Restocking Price Recoveries Will Be Deceptive

By John Richardson

WE will see, as we did in the second half of last year, chemical price recoveries on restocking as inventories are at very-low levels down many of the value chains. It will only take slight improvements in …

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