Tag Archives | China lending

China And The Fed: Still Back To Front

By John Richardson

THEY are still getting it the wrong way round.  Both the Financial Times and The Economist, have said over the last few days that weaker prospects for emerging markets are mainly the result of Fed tapering.

We …

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China’s Debts: Close Your Eyes, Hope For The Best

By John Richardson

LACK of transparency is fine when any economy is booming.

Think of Indonesia pre-1998 before the fall of Soeharto. No foreign or local investor really cared that much about where the suitcases of money were going because …

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Running Away From Complexity

 

By John Richardson

TWO-and-half years ago, the blog was told of a struggling Shanghai shoe-repair shop owner who had mortgaged himself up to the hilt in order to buy three apartments.

“He has taken the risk because he assumes …

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China Polyolefns: Trying To See Through The Data

 

Source of picture: www.wrh.noaa.gov/hnx/newslet/sum…mber.htm

 

By John Richardson

Hope springs eternal when it comes to trying to fathom the direction of the polyolefin market in China.

One particular hope rests on March import numbers from China Customs, due to …

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China Chemicals Review And Outlook

Source of picture: www.destination360.com

 

Dear Reader

Please click here – ChinaChems2009AndOutlook.doc for my review of what happened in China last year and Q1 2010 and for some pointers for the rest of this year.

All the bestJohn Richardson…

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Speed Of China’s Growth Triggers New Official Warning

By John Richardson

The chairman of China Construction Bank has spoken about the dangers created by China’s GDP (gross domestic product) expanding by more than 9.5% in 2010, which, according to many analysts, seems highly likely: GDP is estimated to …

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China Polyolefins – A Bad Case Of Indigestion

By John Richardson

IT IS always dangerous to assume that the future will be exactly the same as the past – a big lesson from the recent financial crisis.

But so seems to have been the assumption amongst China’s polyolefin …

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Back to the Serious Stuff: Fitch issues China warning

As I’ve been warning on this blog for some time, the explosion of credit in China has created a great deal of paper-bottomed optimism over the recovery.

Fitch, the ratings agency, has just raised its macro-prudential risk indicator ffor China …

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