Tag Archives | china property bubble

The US Debt Crisis And Asian Chemicals

By John Richardson

THE consequence of either a failure by the US to raise the debt ceiling and/or a downgrading of the country’s Triple A debt rating would have obviously have serious consequences for the Asian and global chemicals industries.…

Continue Reading

China Auto Market Provides Clear Evidence

By John Richardson

DESTOCKING is obviously not the main driver of the decline in China’s polyolefins market, despite what a dwindling band of optimists are still arguing.

The glaringly transparent reason for the fallacy of the fading belief is a …

Continue Reading

China’s Inflation Struggle

By John Richardson

LIKE the boy who cried Wolf the blog might not be believed as we once again warn about the risks ahead for China’s economy.

We have been worried for a long time that eventually China’s huge economic …

Continue Reading

Was NPRA Off The Mark On China?

By John Richardson

I HAVE been speaking to my colleagues who attended this week’s NPRA conference in San Antonio, Texas, and it didn’t appear from discussions during the event that a potential slowdown in China was high on anyone’s radar …

Continue Reading

China PE Re-exported To Europe

By John Richardson

CHINA’S polyethylene (PE) market is in such a bad state that re-exports are now being considered to Europe.

The wide disparity between a flat China market and strong pricing in European has created this exceptionally rare arbitrage …

Continue Reading
Wolf2.jpg

Howling At the Moon And PE Price Discussions

 

 

Source of piicture: worldofstock.com

 

 

 

By John Richardson

 

CHINA’S surprise decision earlier this week to raise interest rates – the first rate rises since December 2007 – has badly dented sentiment in the polyethylene (PE) …

Continue Reading
alice_lg.jpg

Polyethylene And Alice In Wonderland

 

Source of picture: the-office.com

 

 

By John Richardson

A FURTHER illustration of the Alice in Wonderland world of financial investors versus the fundamentals of real demand was provided by the Dalian Commodity Exchange earlier this week.

“Some investment …

Continue Reading
china-real-estate.jpg

China Property Sector Dangers Grow

 

Source of picture: www.chinadigitaltimes.net

 

 

By John Richardson

HOPES for strong China chemicals and polymer demand growth in H2 partly rest on government stimulus money for infrastructure projects compensating for a weakening real-estate sector.

Whether its direct consumption …

Continue Reading