Tag Archives | China

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Polyester Another Victim Of Hype

By John Richardson

SEVERAL major petrochemical companies only have one scenario for China, which is that its economy will continue to grow at a rapid rate, the blog has been told by people working for these companies.

Similarly, as fellow blogger …

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China New Leaders Announced

Xi Jinping addresses the 18th Party Congress

Source of picture: KeystoneUSA-ZUMA/Rex Features  

 

By John Richardson

CHINA’S new seven-man Politburo Standing Committee was announced today, with the bad news being that five of its members are thought to be either conservative …

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Indonesia’s “Great Moderation”

Graph prepared by The Economist

 

By John Richardson

INDONESIA has enjoyed eight consecutive quarters of 6% GDP growth and so - along with several other mainly domestically-demand driven Asian economies - is viewed as a haven of stability in an increasingly uncertain …

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China Lending Declines In October

By John Richardson

POLITICS, politics and politics are three most important factors that need to be evaluated when assessing the direction of China’s economy.

Thus, in the short term it appears that the surge in bank lending from May to September …

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Asian PE Recovery On “China Turning Point”

By John Richardson

ASIAN polyethylene (PE) prices rose by $10-30/tonne for the week ending 9 November in response to reports of low inventories, according to ICIS.

A further improvement in the market is anticipated by one trader, as a result of the …

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China: Consumption And Hot Air

Source: New York Times

 

By John Richardson

TALK of a billion plus Western-style consumers is nothing more than hot air, with the temperature maintained by the financial sector eager to sell you its products.

The reality is very different, …

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The BRICS Fallacy

By John Richardson

THE above chart, from a new Research Note released by fellow blogger Paul Hodges, exposes the fallacy that BRICS and emerging-market growth can by themselves rescue the global economy.

And, as we have highlighted before on this blog, …

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China Leadership: Nobody Has A Clue

By John Richardson

THE blog has spent a great deal of time talking to lots of people, and reading everything it can get its hands on, concerning China’s leadership handover and has reached one overwhelming conclusion: Nobody has a clue. …

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BRICS Version 2

Mind the gap – India’s rich and poor

 

 

Source of graph: http://www.business-standard.com/india/news/sonalde-desai-the-great-indian-poverty-game/469351/

 

By John Richardson

INDIA’S economy is expected to grow at its slowest pace for a decade as a result of political gridlock, tight monetary policy …

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Food Prices And Chemicals

Graph prepared by the http://www.thegatesnotes.com/Personal/2012-Annual-Letter

 

By John Richardson

RISING food prices resulting from adverse weather conditions in the US, South America and Russia represent yet another threat to global economic growth.

Grain prices could, for instance, increase by as …

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