Tag Archives | China bank lending

China: “The Dog Ate My Homework” Won’t Do

By John Richardson

TWO Chinese plastic processing companies are in financial difficulties because they have used raw-material purchases for speculation, a polyolefins industry source told the blog.

“The companies are in trouble because they resold their inventories in order to …

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China: Do The Maths On 2014 GDP Growth

By John Richardson

DO the maths and you should be able to assess what could happen to China’s GDP growth in 2014:…

The Chinese Academy of Social Sciences wrote last week in the China Daily: If the PBOC loosens monetary

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Researching China Credit And Growth

By John Richardson

A lot of the focus in polyethylene (PE) markets at the moment is on supply and on what impact this might have on the key China market during 2014.

Crunching this data will always remain a crucial …

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The Purified Terephthalic Acid Sweet Spot

By John Richardson

WHEN is a recovery a sustainable recovery? This a key question for chemicals companies as they prepare their budgets for 2014.

What has happened this year in both polyethylene (PE) and the polyester chain has surprised some …

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China Demand Worse Than Just Before CNY

By John Richardson

CHINA’S demand for polyethylene (PE) is lower than immediately ahead of the February Chinese New Year (CNY) break, said a Singapore-based polyolefins trader.

“For demand to be less than just before the New Year, when most traders …

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China Credit, Commodities Bubble

By John Richardson

China announced last week that its state-owned banks had lent Rmb1.07 trillion ($172m) in January, which was more than double the amount in December.

Financial markets have taken as evidence that the economic recovery has gained momentum.…

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China Lending Declines In October

By John Richardson

POLITICS, politics and politics are three most important factors that need to be evaluated when assessing the direction of China’s economy.

Thus, in the short term it appears that the surge in bank lending from May to September …

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China’s Risky New Lending Surge

By John Richardson

BANK lending is once again surging in China as politicians try to shore up their support ahead of the leadership transition.

“The central government has approved up to 7 trillion yuan ($1.2bn) for infrastructure investments since May …

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“Good News” Over China Bank Lending

By John Richardson

CHINA’S new local currency lending rose to 703.9 billion Yuan ($111 billion) last month, way ahead of July’s 540.1 billion Yuan.

If a you are trader in the Dalian Commodity Exchange’s futures contract in linear-low density (LLDPE) you …

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No Relief For China SMEs

By John Richardson

THE consensus view is that China’s economy bottomed out in H1 and will see a recovery in GDP growth during the second half.

Much hope has been attached to more government stimulus delivering a short-term boost to …

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