Tag Archives | China economic reforms

China’s One Belt, One Road To Reshape Petchems Trade Flows

By John Richardson

THE ONE Belt, One Road initiative is a crucial element in China’s efforts to economically re-invent itself – and this reinvention has to work if China is to avoid economic stagnation.

We therefore know that One Belt, …

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How To Battle For Value In Oversupplied Markets

By John Richardson

FOR the moment all is good, as the chart above illustrates, which details the premiums that C6 metallocene-grade linear-low density (LLDPE) have enjoyed over standard commodity grade C4 LLDPE in the key China market.

The October 2010 …

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Dip In China Credit Growth A Global Warning Sign

By John Richardson

CHINA might choose to once again kick the can down the road by further delaying essential economic reforms, but this is not my base case for the rest of this year and into 2017.

Xi Jinping and …

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China And A Breakdown In Free Trade: Scenarios For Petrochemicals

By John Richardson

MY blog post last Friday, on the threat to the petrochemicals industry of a retreat in global free trade, has gained a great deal of interest. This is good as this is an essential debate.

Today I …

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Xi’s Overture Finishes As China’s Real Reforms Begin

By John Richardson

We’re going to see pretty soon whether this man [China’s President, Xi Jinping] is for real.

THE above quote, from Chinese Studies professor Kerry Brown in this FT article,  is something else that you should print out …

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China Reformers Regain The Upper Hand

By John Richardson

THE above chart indicates that the reformers have regained influence in China:…

Whilst new loans from state-owned banks in May beat analysts’ expectations by a big distance, total social financing (TSF), which is the measure of all

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China Complexity: The Wrong And Right Kind Of Spending

                                                                         China’s One Belt, One Road Initiative – the right kind of spending

 

By John Richardson

SOME people might too quickly assume that last week saw yet more evidence of the reformers and anti-reformers within the Chinese government pulling in …

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Oil At $25 Or Even Lower By The End Of This Year

By John Richardson

AS most people react like a rabbit caught in a car headlight to the latest collapse in crude-oil prices, they need to take note of this: The long term average price of oil, adjusted for inflation, is …

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Expect More Volatility, Uncertainty As China Reforms Continue

By John Richardson

MOST Asian stock markets took a hammering on Wednesday because of the sharp decline in Chinese equities.

So did commodity markets, as my colleague Nigel Davis pointed out in this Insight article when he wrote:

Copper prices …

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China Stock Markets Were Never A “Magic Pill”

By John Richardson

THE good news is that only an estimated one in 15 Chinese people at the very most trade in stocks compared with more than half of Americans.

But the bad news is that this one in 15 …

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