Tag Archives | China credit

China Going To Plan: Credit Up Just 4%

By John Richardson

TOTAL social financing (TSF) in China increased by just 4% in H1 of this year over the same period in 2013, according to official government figures (TSF is the measure of total new credit issued in China, …

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The Three Essentials Of China Credit

By John Richardson

There are three things you need to bear in mind about credit creation in China, which according to the government’s own data, are as follows:…

In 2007, $1 of additional credit added 83 cents to GDP.
By

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China Adjusts To “Zero Inflation” In Textiles

By John Richardson

CHINA’S polyester chain business is undergoing a painful adjustment period, as the slide above indicates, as a result of:…

Expectations that cotton prices will drop to a five-year low in 2014-2015. This is largely the result of

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China’s Polypropylene Imports: The Balance Of Probabilities

CHINA’S polypropylene (PP) imports increased by 11.3% in January-April of this year compared with the same period in 2013, according to the latest available China customs data.

There could be lots of reasons for this. One reason might be that …

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China’s “Whack-A-Mole” Game Continues

By John Richardson

THE blog loves playing the the “whack-a-mole game” in our local arcade. How it works is that every time a plastic mole pops up, you have to try and whack it back down with a hammer in …

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Why China’s Polyethylene Imports Have Surged

 

By John Richardson

CHINA’S polyethylene (PE) imports jumped by 26% in the first quarter of this year over the same period in 2013, according to data from Global Trade Information Services (see the above chart).

This isn’t the result …

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China Housing The Biggest Risk

By John Richardson

WHEN the blog made the point during a recent presentation that China is still predominantly a poor country, a chemicals industry executive pointed out that it doesn’t feel that way if you visit the Apple store in …

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China’s SMEs, Good And Bad, Under Threat

By John Richardson

THE cosy relationship between the state-run banks and state-owned enterprises (SOEs) has long held back economic rebalancing, but wasn’t a critical problem for small-and-medium-sized enterprises (SMEs) when official lending tripled in 2009 (have a look at the …

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China And Re-examining Your Customers

In the first part of a two-part series on how chemicals companies need to respond to China’s economic reforms, we look at the “account receivables” challenge. Tomorrow we will look at new growth opportunities.

 

By John Richardson

AS China’s …

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Take Away The China “Froth” And What’s Left?

By John Richardson

THE denial that we discussed last week is still very much in evidence. For example, we heard the argument over the last few days that China’s economic slowdown would involve only “a couple of bad quarters” and …

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