Tag Archives | China real estate

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The Best Of All Possible Worlds

Source of graph: http://www.businessspectator.com.au/ 

 

By John Richardson

“Candide, the classic novel of the great French writer Voltaire, is a satirical description of a young man who has been taught that ‘everything is for the best in the best of …

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PVC’s Unsustainable China Growth

By John Richardson

POLYMER markets continue to tell us that China’s 2009-2010 economic stimulus programme delivered unsustainable demand growth.

China’s demand for polyvinyl chloride (PVC) surged from 10.9m tonnes in 2009 to 13.2m tonnes in 2010, according to Global Trade …

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China Politics

In the last of our series of blog posts on some of the major challenges facing China’s economy over the next 12-18 months, we look at politics.

 

 

By John Richardson

THE outcome of the battle over China’s economic …

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China Deflation

The second of our series of blog posts on China’s economic challenges over the next 12-18 months focuses on deflation.

 

By John Richardson

DEFLATION has now become a major concern for the Chinese economy following the release of official …

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China Bad Debts

In the first of a series of blog posts on the major challenges facing China’s economy over the next 12-18 months, we look at bad debts.

 

High stakes in Hangzhou. Source of picture: Wikimedia  

 

By John Richardson

A …

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China’s VUCA Moment

 

Ben Bernanke. Source of picture: Wikipedia

 

By John Richardson

OUR next three blog posts will examine some of the threats to a recovery in China’s chemicals and polymer demand growth over the next 12-18 months.

We will look …

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China’s Borrowing Slowdown

By John Richardson

IT is the demand for loans that matters in China these days more than their supply, as chemicals markets have been telling us for over a month now.

And now, statistical back-up for our anecdotal evidence, that …

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PE Middle East Offers Keep Falling

By John Richardson

POLYOLEFIN markets are not going to bottom out until August-September at the earliest, according to several producers and traders who the blog spoke to yesterday.

And even if prices do eventually stop declining, confidence has all but …

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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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