Tag Archives | China economic reforms

China’s July Lending Underlines The Real Direction

By John Richardson

WHEN there was a big year-on-year surge in China’s lending in June some commentators took this is an indication that Beijing was going soft on its economic reform programme.

Instead it seemed more likely at that time …

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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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How Jack Ma Is Liberalising China’s Lending System

By John Richardson

JACK Ma is a popular guy at all levels of Chinese society. And so, last June, the hugely successful online businessman was allowed to write this in a commentary in the People’s Daily, the government-run newspaper: “Innovation …

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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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The “Why” Behind Sinopec’s Investment Freeze

By John Richardson

SINOPEC has announced that it will halt some of its new petrochemicals investments. This could involve the postponement of up to three cracker projects with a combined ethylene capacity of 2.8m tonnes/year, according to this excellent story …

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Free China Outlook Webinar On Wednesday

By John Richardson

THE blog has spent the last three years focusing heavily on China’s economy. Our analysis, which predicted China’s  about turn, has now gone mainstream.

And now we are running two free webinars on Wednesday (23 April), which …

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What Chinese Q1 GDP Growth Really Tells Us

By John Richardson

ONE of the comments the blog often hears is that even though China’s GDP growth has clearly decelerated, when measured against anywhere else in the world its growth rates are still tremendous.

This argument is deeply flawed …

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The Petronas Decision And Singapore

By John Richardson

THE blog continues to ponder the significance of the Petronas announcement that it is to go ahead with its $27bn refinery-petrochemicals project – the Pengerang Integrated Complex (PIC) at Johor in Malaysia.

“It means that Singapore faces …

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US Petchems Risk Getting Only One Cookie

By John Richardson

WALTER Mischel, the psychologist, carried out an experiment on four-year-old children in the late 1960s.

“They were given a choice between a small reward (one Oreo cookie), which they could have at any time, or a larger …

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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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