Tag Archives | China economy

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China’s Leaders Are Boxed In

By John Richardson

IT seems inevitable that petrochemical markets will respond positively to the Chinese government’s decision to reduce bank-reserve requirements by 50 basis points.

There will quite likely be a relief rally in the Dalian Commodity Exchange’s futures contract …

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Investment Theories Don’t Need To Be True

By John Richardson

DEVELOPED market plastics demand is currently 15 per cent below 2007 levels, despite a modest recovery in 2010, because of two successive years of double-digit declines in 2008 and 2009, according to a new HSBC report.

Some estimates …

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China’s Debt Problems

  

By John Richardson 

Fellow blogger Paul Hodges made  a convincing case in a post on Tuesday that China’s economic model faces some major challengs. 

“It seems increasingly clear that China‘s economic policy took a wrong turn 10 years ago, when it …

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Dalian Reflects China-EU Risks

By John Richardson

AT first glance it might seem strange that the Dalian Commodity Exchange’s linear low-density polyethylene (LLDPE) futures contract has fluctuated so dramatically on news emanating from the Eurozone.

The May 2012 contract – the one most actively traded …

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China’s Precarious Balancing Act

Him again…..Jim Chanos

Source of picture. www.marketfolly.com

 

By John Richardson

THE Chinese government is playing a perilous game at the moment as it tries to undo damage caused by economic stimulus.

As it grapples with attempting to lower property …

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It’s Always Helpful To Have A Plan

By John Richardson

THERE are four major reasons why the first three quarters of 2011 have been excellent for chemicals companies, which are:

1.) Strong co-product credits have supported what have been weak commodity-grade polyolefin markets since March of this …

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Chem Q3 Results Show Flat Growth

By John Richardson

CHEMICAL company third quarter financial results point to what has been apparent at ground level for some time now – a struggle to achieve volume growth over 2010.

My colleague Nigel Davis, who edits in the Insight …

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Not All Plastics Are Born Equal

 DSM’s Dyneema replaces steel in offshore ropes

Source of picture: offshore-technology.com

 

By John Richardson

THE polyethylene (PE) shopping bags that get thrown away in their millions every day are some considerable distance down the value chain from DSM’s Dyneema …

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Expect Some China Chemicals Price Recovery….

….but let’s wait for the details to makea firm judgement, following Wen Jiabao’s comments about more help for small and medium-sized enterprises (SMEs), with the government also indicating an interest-rate cut by Q2 next year.

How will any financial easing …

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China Property Prices Down 30-50 Per Cent

By John Richardson

A BIG reduction in real estate prices is now underway in China, creating the potential for more property/chemicals traders to go bust.

The China Daily reports that home prices in suburban areas of Beijing, Shanghai, Shenzhen and …

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