Tag Archives | China imports

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China’s Leaders Stay The Course (So Far…..)

By John Richardson

Everything is still going to plan. As the chart above shows, China’s official bank lending is down by 16% in the year to date as the government rations credit to the big state-owned enterprises. The last thing …

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China Lending Declines In October

By John Richardson

POLITICS, politics and politics are three most important factors that need to be evaluated when assessing the direction of China’s economy.

Thus, in the short term it appears that the surge in bank lending from May to September …

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Reading The Minds of China’s Leadership

 

By John Richardson

A lot of the projects which have pushed the world into severe overcapacity were based on the assumption that China would remain in big deficits for many basic commodity chemicals and polymers.

It was thought that …

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More evidence of China’s export rebound

Source of picture: Businesweek

 

More evidence is emerging of the big rebound in Chinese exports resulting from government subsidies, including a Yuan now pegged to the dollar, soft and plentiful bank loans and export-tax rebates.

More than 9,000 quality …

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Wearing blinkers is a job requirement

“Take it from me, peripheral vision isn’t all it’s cracked up to be, especially if you want to get a decent annual bonus….”

 

Source of picture: www.whipnspurs.co.nz

 

Here’s a rant for Tuesday – with thanks to Paul Hodges for informing …

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Asia Polyolefins: “Bloodbath” Postponed

Source of Picture : purchasing.com

In his own words, here is how one contact describes the current situation with a couple of extra points added by yours truly (with links)

“We’ve seen arbitrage close from Europe on polyolefins with no …

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China petchem imports soar on false confidence

They always say the best form of flattery is immitation and so thanks to my colleague Paul Hodges for this graph indicating a huge surge in China’s polyethylene imports – courtesy of data from Edwin Pang of Credit Suisse.

I …

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