Tag Archives | China real estate bubble

More Than Just Absence Of “Animal Spirits”

By John Richardson

THE blog held a full day of discussions with our ICIS China price reporting team in Shanghai (we will provide a lot more details next week) and the story was consistent:

*Government policy to rein-in liquidity, most …

Continue Reading
China%20lendNov11.png

China’s Debt Problems

  

By John Richardson 

Fellow blogger Paul Hodges made  a convincing case in a post on Tuesday that China’s economic model faces some major challengs. 

“It seems increasingly clear that China‘s economic policy took a wrong turn 10 years ago, when it …

Continue Reading

Expect Some China Chemicals Price Recovery….

….but let’s wait for the details to makea firm judgement, following Wen Jiabao’s comments about more help for small and medium-sized enterprises (SMEs), with the government also indicating an interest-rate cut by Q2 next year.

How will any financial easing …

Continue Reading

China Property Prices Down 30-50 Per Cent

By John Richardson

A BIG reduction in real estate prices is now underway in China, creating the potential for more property/chemicals traders to go bust.

The China Daily reports that home prices in suburban areas of Beijing, Shanghai, Shenzhen and …

Continue Reading

US PE Exports To Flood China

By John Richardson

SPENDING time with your customers is always a good idea, but doing so seems to have become even more important during a very difficult year for China’s polyolefins business.

The reason is a split between the fortunes …

Continue Reading

Structural Threats To 2012 China Rebound

By John Richardson

SERIOUS structural problems with China’s economy threaten another disappointing year for polymer demand following flat, or even negative, growth for many of the major synthetic resins during 2011.

Last week the blog visited Singapore and held discussions …

Continue Reading

Middle East-China PE Exports Up 60%

By John Richardson

NORTHEAST Asian polyethylene (PE) exports to China fell by 34% in January-August this year compared with the same period in 2010 as Middle East shipments surged by 60%, according to Global Trade Information Services – click here …

Continue Reading

China Tries To Transform Itself

By John Richardson

CAN China succeed in transforming its economy from one which is over-reliant on exports to one where domestic consumption is a much bigger driver of growth?

And how long will this process take and in the interim, …

Continue Reading

China Inflation Impact On Chemicals

By John Richardson

POLYETHYLENE (PE) prices were assessed stable-to-weaker by my colleagues at ICIS pricing late last week as Sinopec was reported to be evaluating a 10% reduction in operating rates.

Sinopec hardly ever cuts production on market conditions as …

Continue Reading