Tag Archives | China economy

GDP Turns Negative In 11 Of China’s 31 Provinces

By John Richardson

CHINA has always been a complex and challenging place to do business, but at least during the Supercycle, you were guaranteed of this one thing: Strong economic growth across just about the whole of this vast country. …

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China And The Lewis Turning Point: It Is Here

By John Richardson

FOR the last four years, my fellow blogger Paul Hodges and I have been consistently arguing that China was about to hit the Lewis Turning Point.

This is the point at which any country runs out of …

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Oil Price Rally Built On Very Fragile Ground

By John Richardson

OIL prices rallied yesterday on an unexpected fall in inventories at Cushing in the US to 61.7 million barrels for the week ending 24 April (see the above chart). This was a decline of 514,000 barrels over …

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China Jan-Feb Polyolefins Production Underlines New Direction

By John Richardson

Here is another chart to consider as you, hopefully, dismantle and completely rebuild your strategy for China:

It shows that in in January-February of this year compared with the same period in 2014, China’s polyethylene (PE) production …

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China Jan-Feb Deflation Deepens, Growth Collapses

By John Richardson

CHINA’S economy is now showing signs of extreme weakness, according official year-on-year data for January-February:…

Fixed asset investment, the biggest driver of growth in China’s economy, rose by 13.9% – the weakest rate of expansion since 2001.

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China: Affordability, Affordability And Affordability

By John Richardson

THE charts below, provided by fellow blogger Paul Hodges, are of great value for any chemicals company looking beyond the current cycle of deflation and debt in China. If you want to be a winner in the …

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Recent History Of Oil Suggests Production Will Stay High

By John Richardson

THERE is a much-broader acceptance today of the recent history of oil markets, which in summary was as follows:…

Oil and other commodities became a great way to make money for speculators at the height of the

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The Long Term Average Price Of Oil Is $30 A Barrel

By John Richardson

OIL and petrochemicals markets have behaved from mid-February until today as if the world is about to return to the way it was in the first half of last year.

Here is the thinking behind this behaviour:…

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China’s Real Estate Crisis Was Entirely Predictable

By John Richardson

AN investment bubble can only remain stable if you pump ever-more air into the bubble. If you don’t continue to do this, then the bubble is in severe danger of bursting.

The warning signs started flashing red …

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Following In The Footsteps Of China Is Impossible

By John Richardson

THE chart above shows how China’s consumption of polypropylene (PP) rose from 4.6 million tonnes in 2000 to 19 million tonnes in 2014.

It also illustrates how, in the process, China’s percentage share of global PP consumption …

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