Tag Archives | China lending

China’s July Lending Underlines The Real Direction

By John Richardson

WHEN there was a big year-on-year surge in China’s lending in June some commentators took this is an indication that Beijing was going soft on its economic reform programme.

Instead it seemed more likely at that time …

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China’s “Whack-A-Mole” Game Continues

By John Richardson

THE blog loves playing the the “whack-a-mole game” in our local arcade. How it works is that every time a plastic mole pops up, you have to try and whack it back down with a hammer in …

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China Credit Squeeze Further Weakens “Real Demand”

By John Richardson

DESPITE the 26% increase in China’s polyethylene (PE) imports in Q1 of this year over the same period in 2013, “real demand” continues to weaken – i.e. the resin bought by end-users to actually make things.

The …

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How Jack Ma Is Liberalising China’s Lending System

By John Richardson

JACK Ma is a popular guy at all levels of Chinese society. And so, last June, the hugely successful online businessman was allowed to write this in a commentary in the People’s Daily, the government-run newspaper: “Innovation …

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Why China’s Polyethylene Imports Have Surged

 

By John Richardson

CHINA’S polyethylene (PE) imports jumped by 26% in the first quarter of this year over the same period in 2013, according to data from Global Trade Information Services (see the above chart).

This isn’t the result …

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China And Re-examining Your Customers

In the first part of a two-part series on how chemicals companies need to respond to China’s economic reforms, we look at the “account receivables” challenge. Tomorrow we will look at new growth opportunities.

 

By John Richardson

AS China’s …

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China And The “Conflation” Problem

By John Richardson

WHEN all you care about is making money on the next chemicals cargo, or on a recovery in financial markets, then the current “will they, won’t they?” question over whether China will launch a new round of …

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Nothing “Disappointing” About China Data

By John Richardson

CHINA’S credit growth in 2014 would have to be higher than that of last year if GDP growth is going to hit 7.5%.

But in February, as Reuters wrote in this article: “China’s total social financing, a …

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China’s 2014 GDP Growth Target

By John Richardson

THE blog is scratching its head this morning as it tries to work out how China can have it both ways.

Yesterday, Li Keqiang, China’s Premier, announced that the country’s 2014 GDP growth target would be 7.5%, …

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China: “Just When I Thought I Was Out….”

By John Richardson

THE BLOG woke up this morning determined to write about something else, but, as Michael Corleone said in Godfather III, “just when I thought I was out, they pull me back in”.

What stopped us writing about …

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