Tag Archives | China lending

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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China Markets And Commentators In Denial

By John Richardson

SOME chemical market players remain in denial or have yet to grasp the real problem in China, as is the case with quite a few financial journalists.

Here is why:…

A widely-held assumption is that we cannot

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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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