Tag Archives | China overheating

China Muddle And Confusion Continues

By John Richardson

The muddle and confusion that has characterises forecasts for Chinese chemicals demand continues – and with all this persistent uncertainty comes a great deal of nervousness about volumes in the second half of 2010.

So far so …

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China: Yet More Record Imports

By John Richardson

The extraordinary China import story continues, raising yet more questions about where all these volumes are going at a time when the government is trying to cool the economy down.

Does this mean that speculation continues apace …

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China’s GDP Growth Out Of Official Comfort Zone

By John Richardson

China’s first-quarter GDP (gross domestic product) growth of 11.9% – the number released yesterday by the National Bureau of Statistics – is way above the 9.5% that the chairman of a major local bank has reportedly said …

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China Polyolefins Growth Forecast To Slump

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By John Richardson

CHINA’s polyethylene (PE) and polypropylene (PP) demand growth is set for a dramatic decline in 2010-12, according to the latest estimates from Shanghai-based commodities information service CBI (see table at the end of …

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Commodity Stockpiles A Risky Bet

 

By John Richardson

Inventories of copper, aluminium, lead and nickel have risen as prices for all these commodities have also surged, says this article in The Economist.

 

Source of graph: The Economists

 

Copper stocks total half a …

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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: Playing the Devil’s Advocate

Jim Chanos gets it right more than 70% of the time (unlike Alan Greenspan)

 

Source of picture: New York Post

 

Somebody has to play the devil’s advocate, but having just finished reading Gillian Tett’s excellent Fool’s Gold about …

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“Trust in me, go to sleep,” – the objective of China’s Central Bank

 

 

 

Source of picture: www.forums.comicbookresources.com

 

 

By John Richardson

I loved the analogy in yesterday’s Lex column in the Financial Times, comparing the objectives of any central bank to those of Kaa, the python in Jungle Book …

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