Tag Archives | China credit

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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China MEG Market Points To Risks Ahead

By John Richardson

SOMETHING very disturbing is going on in China’s mono-ethylene glycol markets (MEG), which, we, think, reflects the following:…

Failure to read the economic tea leaves. A sharp contraction in credit growth threatens to leave 2014 GDP growth

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WMPs27feb

Spotting China’s Main Event

By John Richardson

WE will get round to writing about the impact of US propane pricing on the operating rates of new Chinese propane dehydrogenation (PDH) –to-polypropylene (PP) investments, as we promised yesterday.

Honestly, we will – trust us – …

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China: “Just When I Thought I Was Out….”

By John Richardson

THE BLOG woke up this morning determined to write about something else, but, as Michael Corleone said in Godfather III, “just when I thought I was out, they pull me back in”.

What stopped us writing about …

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China Markets And Commentators In Denial

By John Richardson

SOME chemical market players remain in denial or have yet to grasp the real problem in China, as is the case with quite a few financial journalists.

Here is why:…

A widely-held assumption is that we cannot

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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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China’s Latest Credit Crunch: What It Says About 2014

By John Richardson

CHINA continues to cross the river by feeling the stones and anyone in the chemicals industry who says that they have a clear idea of where this is going to end is probably being more than a …

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