Tag Archives | China economic reforms

China Copper, Chemicals And The Interconnections

By John Richardson

IT is the interconnections that matter and the trouble is that few people seem to have adequately thought about the interconnections between the various dysfunctional parts of the Chinese economy.

For example;…

A lot of the main

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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 November Plenum: The Verdict So Far

By John Richardson

THE November Plenum is over and now the analysis has begun.

Some commentators view the formal communiqué about the plenum – which was released by the government on Tuesday – with tremendous enthusiasm.

Others, however, are disappointed, …

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China’s Reform Process Jeopardised

By John Richardson

LAST week’s decision by China to give its banks the freedom to compete for borrowers, by removing the floor on lending rates, has been praised by most analysts.

“This is one of the biggest steps they could …

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A Delicate Balancing Act

XI Jinping (see picture), the country’s new president, is being described either as a nationalist, who has set China on an overly aggressive course or as someone who will skilfully and harmoniously guide the nation through major domestic and international reforms. …

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Sinopec A Litmus Test For Reform

By John Richardson

CHINA’s new leaders are under increasing pressure to do something about the dreadful pollution that blights the lives of hundreds of millions of people.

One Shanghai resident told the blog, “The air quality is so bad here …

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China’s Internet Decision

By John Richardson

CHINA’S polyethylene (PE) market sentiment rebounded in mid-December on greater confidence that the country’s new leaders meant business on economic reform.

And since then, commodity prices in general, including those for iron ore  have rebounded thanks to a …

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China’s Can-Kicking Temptation

By John Richardson

THE China bulls will no doubt claim that the shadow-banking system isn’t a systemic risk to the country’s financial system and thus, of course, the world economy and the investment strategy of many chemical companies.

They might …

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China: 2013 Growth To Slow Again

By John Richardson

A detailed study of some of China’s positive economic data for November adds a lot more weight to the point we made yesterday: The “recovery” is unlikely to last into 2013.

November marked the first time in …

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China PE Imports Rise On Recovery Theory

By John Richardson

A SURGE in polyethylene (PE) shipments to China has exerted further stress on a market that continues to perform exceptionally badly.

Total PE imports in August (the latest figures availabe) rose to 817,277 tonnes from 681,100 tonnes in …

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