Tag Archives | China


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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China And Demographics

OUR last four blog posts have focused on some of the big challenges confronting China’s economy over the next 12-18 months.

Today we again switch our focus to how major changes in demographics could adversely impact longer-term growth prospects.


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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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The Water Challenge

Source of picture: BBC


By John Richardson

By 2050, the world’s 10 biggest river basins by population are expected to produce a quarter of global GDP, according to a report commissioned by HSBC, which was released in June.

The …

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Dictating Chemicals Demand



By John Richardson

SOME commodity chemicals companies still assume that, if they build new supply, demand will always eventually catch up with supply.

The risks of not building new capacities, at times of easy financing and feedstock availability, …

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The Worst Things Get The Better They Are

By John Richardson

THE more that China’s economy weakens, the greater the hope of a recovery in the second half of this year.

This type of thinking was in evidence last week. The release of a raft of disappointing economic …

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Saudi Worries About China Netbacks



By John RichardsonHere is the first of a three blog posts on what is happening in China’s polyolefins markets.

Today, we look at the Middle East and tomorrow and Thursday we present the perspective of traders and Western-headquartered …

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