Tag Archives | emerging markets

The Cost Versus Growth Conundrums

By John Richardson

SOME petrochemicals companies believe that their big cracker and derivatives projects will produce positive returns in a few years, when, in fact, it could take much longer,  say several industry sources.

The sources feel that the  growth …

Continue Reading

China Pulls Back From Funding Other Emerging Markets

By John Richardson

IT important to be relentlessly realistic about the risks no confronting emerging markets in general, now that China is focusing much more on its own internal problems and needs.

One of these risks – reduced funding of …

Continue Reading

China And The Fed: Still Back To Front

By John Richardson

THEY are still getting it the wrong way round.  Both the Financial Times and The Economist, have said over the last few days that weaker prospects for emerging markets are mainly the result of Fed tapering.

We …

Continue Reading

Getting China And The Fed The Wrong Way Round

By John Richardson

MOST newspapers and wire services still seem to have got it in the wrong way round. Last week, as Argentina’s Peso crisis began, they continued to identify Fed tapering as the number one threat to emerging markets …

Continue Reading

Thailand: Papering Over the Cracks May Be Harder

By John Richardson

THE longer that the political crisis in Thailand drags on, the more we worry that economic growth will be badly affected. Tourism, for example, is around 10% of the country’s GDP and the Tourism Authority of Thailand …

Continue Reading

Guaranteeing The “Trickle Down” Effect

By John Richardson

THE average-paid worker in a US company has to work for more than a month to earn what her or his CEO will earn in just one hour, according to this video from Adam Mordecai – the …

Continue Reading

The FOMC Decision And Tackling Leprosy

 

                  Ben Bernanke

 

Please note that before reading what follows: We do not want to be seen as belittling or ignoring the enormous efforts of those chemicals companies individuals, including those in India, who already contributing to long-term, sustainable …

Continue Reading

Selling To The Base Of The Pyramid

By John Richardson

As the slide above slows, some four billion of the world’s population earn very low incomes indeed.

It would be tempting to give up trying to sell to these people, as, from a Western chemicals and polymers …

Continue Reading

Becoming A Chef In Indonesia

An Italian restaurant in Jakarta

 

By John Richardson

ELEVEN-year-old Nurafidah spends her mornings at school and her afternoons hunting for recyclable plastic, aluminium and glass in Jakarta’s giant rubbish dump – Bantar Gebang. She wants to grow up to …

Continue Reading
PolicyUncertaintyBCG.png

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 …

Continue Reading