Tag Archives | China economy

September 2008: How History Is Repeating Itself

By John Richardson

WE know that weak growth in China, Europe and the US will have a major negative impact on the global economy in 2015.

But does this really mean a new global financial crisis? Won’t the world’s economy …

Continue Reading

China’s Contribution To The New Global Financial Crisis

By John Richardson

YOU will be committing career suicide if you hold on to the idea that China’s problems only amount to a lack of “old style” economic stimulus – and that a bit of old style stimulus is just …

Continue Reading

China: Your Four-Point Guide To The Interest Rate Cut

By John Richardson

LATE last year China’s government launched one final round of old-style economic stimulus so they could build-up political support ahead of the boldest set of reforms to the economy in at least 20 years.

This was clearly, …

Continue Reading

China Polyethylene: What To Tell Your Boss

 

 

By John Richardson

YOU are a junior researcher working for a global polyethylene (PE) producer.  This is your opportunity to help change “group thinking” and so greatly improve your career prospects.

It is not going to be easy, …

Continue Reading

China: The Future Winners And Losers

By John Richardson

CONVENTIONAL analysis, which assumes that the world of the last six years will be the world of the next six years, is failing.

One of the most  obvious examples of this is China, where one-dimensional, lack-of-depth conventional …

Continue Reading

China’s Polyolefins Supply Surge: The Bigger Picture

By John Richardson

ON paper, the polyolefins supply surge in China during 2014 is huge as it involves:…

Some 2.2m tonnes/year of new  polyethylene (PE) capacity, according to this ICIS news article.
No less than 4.1m tonnes/year of new polypropylene

Continue Reading

China: Starting All Over Again

By John Richardson

WE NOW know is that China’s real GDP growth is probably heading into negative territory, perhaps by as early as Q4 – and if not by then, certainly in 2015.

But in order to fully answer “how …

Continue Reading
Munch

Diesel Demand In China To Fall As Banks Hoard Cash….

..…LETTERS OF CREDIT TAKE 5-6 WEEKS TO OBTAIN, UP FROM 5-6 DAYS – THAT’S IF YOU GET THEM AT ALL

 

By John Richardson

DIESEL consumption is another crucial measure of China’s real economic growth because China is the world’s …

Continue Reading

China And Tearing Up The Rule Book: A Ten-Point Guide

By John Richardson

WE thought it would be helpful for chemicals to summarise our thoughts on China as chemicals and other companies prepare their strategies for 2015.

See our ten-point guide below, with relevant links to our previous coverage and …

Continue Reading

China’s Demand For Lending In Steep Decline

By John Richardson

WHEN the demand for lending in any economy starts to decline, you know that the people who make up that economy have an understanding that things are likely to get worse before they get better.

Hence, chemicals …

Continue Reading