Tag Archives | China economy

Oil Storage, China Credit Threaten Crude-Price Rally

By John Richardson

MANAGE your naphtha and other raw material inventories incredibly carefully over the next few months, as you cannot afford to believe the hype that oil prices have definitively, without doubt, bottomed out.

This has to be the …

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China’s PP Import Decline: Did you See This Coming?

By John Richardson

THE smart people in the polypropylene (PP) business will have already adjusted their strategies in response to evidence, from 2009 onwards, that China was very aggressively expanding its PP capacities.

They would have tracked the rapid rate …

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The End Of The Economic Supercycle: What To Do Next

By John Richardson

THE above infographic explains the end of the economic Supercycle:

•During the 1980s/1990s, the BabyBoomers – the largest and wealthiest generation that the world has ever seen – entered the Wealth Creator generation (those aged 25 – …

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Just Look At China’s Lending Data. It Was Always That Simple

By John Richardson

YOU will be in the airport bookshop in a couple of years’ time, staring at shelf after shelf of books about why everyone should have seen this latest global economic recession/crisis coming.

What everyone will agree on, …

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China: Please Don’t Waste More Time

By John Richardson

SO much time has already been wasted. Remember that as early as November 2013, you should have started drawing up plans to deal with the new China. That was the point at which I first flagged up …

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Oil Prices 80% Likely Not To Return To Previous Levels

By John Richardson

In yesterday’s world the ongoing geopolitical tensions between Saudi Arabia and Iran would have resulted in a sustained rally in oil prices. But this rally lasted barely couple of days as a result of persistently high US …

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2016: Trade Tensions, Social Unrest And Deflation

By John Richardson

THE world by 2020 – as Paul Hodges and I discussed in Chapter 4 of our 2011 book, Boom Gloom & The New Normal – is going to look very different indeed from what most of us …

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Oil Prices: How To Avoid “Rear-View Mirror” Thinking

By John Richardson

EARLIER this year I said that crude prices in the region of $30 a barrel were perfectly possible. Now, rather belatedly I feel, Goldman Sachs and other some other analysts are waking up to this possibility, with …

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China Polyethylene: Please Tread Very Carefully

By John Richardson

HAND on heart, how many of you saw the above slide coming? As you can see, China’s polypropylene (PP) self—sufficiency will have risen from 69% in 2010 to 82% in 2015. And by 2020, we forecast it …

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CEOs Need To Get Rid Of The “Fear Factor”

It now makes sense to reduce my number of blog posts to three a week – on Mondays, Wednesdays and Fridays – as the “argument” stage of the New Normal is much closer to being over. Far more people than …

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