Tag Archives | China property sector

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China NPC Underlines Inflation Focus

The course of true love never runs smooth…..Happy China couples get divorced and then plan to remarry in order to avoid new property tax

Source of picture: Quirky China News/Rex Features

 

By John Richardson

China will see “large inflation pressure in …

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China’s Can-Kicking Temptation

By John Richardson

THE China bulls will no doubt claim that the shadow-banking system isn’t a systemic risk to the country’s financial system and thus, of course, the world economy and the investment strategy of many chemical companies.

They might …

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Demand Is The Thing

By John Richardson

In the second of a series of three blog posts, we gauge the reaction of the market to last week’s sharp decline in polyolefin prices.

Yesterday, we focused on the Middle East. Today, we interview a source …

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China Economic Optimism

By John RichardsonECONOMISTS think China’s growth has bottomed out, thanks to unexpectedly strong March bank lending.

They also think that interest rates will stay low for a long time, even if rates cannot be cut because of the inflation problem. 

New …

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It’s Always Helpful To Have A Plan

By John Richardson

THERE are four major reasons why the first three quarters of 2011 have been excellent for chemicals companies, which are:

1.) Strong co-product credits have supported what have been weak commodity-grade polyolefin markets since March of this …

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The Fear Factor Dominates

By John Richardson

EVERYWHERE you turn it is bad as fear over the future dominates the mood of polyolefin producers and buyers.

Aversion to risk seems to have increased because of the concern that this could be September 2008 all …

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China Quiet Market Persists

By John Richardson

LACK of credit and inflation are becoming even greater problems in China, which is reflected in polyolefin markets that remain very quiet indeed.

“It is ice cold out there with very little activity. Importers are waiting and …

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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 Latest Credit Tightening Blow To Chemicals

By John Richardson

CHINA’S decision to temporarily halt lending by some banks – which was announced yesterday – as it attempts to further cool the economy will likely have a significant effect on chemicals demand and pricing.

This follows last …

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China Real Estate: When Is A Bubble A Bubble?

 

 

 

Source of picture: www.managingthedragon.com

By John Richardson

I love the phrase used by Andrew Peaple of the Wall Street Journal in this article on China’s property “bubble”: Getting a straight answer is like “nailing jelly to a …

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