Tag Archives | demographics

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Everything Is Going To Plan

By John Richardson

So far so good – everything is going to plan.

The flash Markit/HSBC China Purchasing Managers’ Index (PMI) for May fell to 49.6, slipping under the 50-point level demarcating expansion from contraction for the first since October last year and …

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Global Deflation

By John Richardson

TEN trillion dollars doesn’t buy what it used to do, according to The Wall Street Journal.

The reason is that despite central banks across the world aggressively expanding their balance sheets, there is no inflation.

“My customers …

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Reviving Youngstown

By John Richardson

THE blog turned 50 last week and so spare it some indulgence, as it is in a somewhat reflective mood.

Yesterday, it attended a Bruce Springsteen concert in Melbourne, Australia – the great song writer/social commentator in …

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China Manufacturing Relocation Accelerates

Source of graph: Standard Chartered

 

By John Richardson

WORKING conditions matter as much as higher salaries for China’s emboldened manufacturing workforce, according to this article in the Financial Times.

“As the number of available workers falls, factories struggle not …

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Innovation: No More Time Left To Lose

 

 Source of picture: http://whyfiles.org/ 

 

By John Richardson

MY colleague Nigel Davis has written an excellent Insight article which highlights how some chemicals companies are seeking to respond to changing patterns.

As we have discussed before, Bayer Material Science …

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Death By A Thousand Cuts

By John Richardson

COST cutting and disciplined operating rates have been two of the factors that have helped maintain European cracker and polyethylene (PE) profitability at pretty healthy levels since the onset of the global financial crisis in 2008.

So …

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China Govt Confirms Post-CNY Labour Shortages

The great news behind rising labour costs: Shan Dalin, pictured with his family, is a crane operator from Southwest China’s Guizhou province who has worked in eastern Zhejiang province for 10 years. In 2012, Shan’s monthly income rose to 2,800 …

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Ten Solutions For The Global Economy

By John Richardson

LAST week we highlighted how a Boston Consulting Group study has reached many of the same conclusions as our e-book, Boom, Gloom & The New Normal, on the fault lines in the global economy.

Similarly, many of …

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Ponzi Scheme Economics

By John Richardson

AN important study by the Boston Consulting Group (BCG) underlines most of the views we put forward in our e-book, Boom Gloom & The New Normal.

“The developed world’s Ponzi scheme is caused by record-high levels of …

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“You Can’t Turn Back The Demographic Tide”

 

By John Richardson

Our argument ument that demographics drive demand is gaining greater traction.

Demographic challenges apply both to developed markets, where populations are rapidly ageing, and to emerging markets such as China, which confronts ithe consequences of its …

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