Tag Archives | Eurozone economy

China Synthetic Fibres Recovery Questionable

By John Richardson

THERE has been a strong recovery in China‚Äôs synthetic fibres value chain since May of this year, according to Becky Zhang, our excellent ICIS pricing Asian fibre intermediates and synthetic fibres editor, who keeps her finger firmly …

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Germany’s Skills Shortage

By John Richardson

GERMANY’S engineering and chemicals companies are the envy of the world as a result of their ability to find perfect niches in the global value chain. The sophisticated machinery and chemicals needed by China to fulfil its …

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Oil Prices Fall, As We Warned

Source: Daily Forex

 

By John Richardson

WE warned on 4 April that real economics threatened a sharp correction in crude-oil prices and it now appears to be happening.

“New York’s main contract, West Texas Intermediate for May delivery, closed …

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The Real Economies Set To Dominate Q2

By John Richardson

Sometimes a picture is worth many thousands of words.

The above chart, supplied by one of the blog’s resources analyst contacts in Perth, Western Australia, neatly illustrates the dangerous divergence between real ecoomies and financial markets. As …

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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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HSBC: China 2013 Polyethylene Market Has Peaked

By John Richardson

A NEW report from HSBC backs up our concerns that the post-Chinese New Year polyethylene (PE) will be weaker than in December-January.

The bank is with us in thinking that the stronger markets over the last two …

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China SMEs Under More Strain

Source of picture: Rex Features

 

By John Richardson

WE are worried that the recovery in Asia’s chemicals and polymer markets may not be sustained.

One of our biggest concerns is that China’s small and medium-sized enterprises (SMEs), which make …

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Chinamigrant.jpg

China SMEs Under More Strain

Source of picture: Rex Features

 

By John Richardson

WE are worried that the recovery in Asia’s chemicals and polymer markets may not be sustained.

One of our biggest concerns is that China’s small and medium-sized enterprises (SMEs), which make …

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China Credit, Commodities Bubble

By John Richardson

China announced last week that its state-owned banks had lent Rmb1.07 trillion ($172m) in January, which was more than double the amount in December.

Financial markets have taken as evidence that the economic recovery has gained momentum.…

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Nothing Has Changed In Japan

By John Richardson

THE Nikkei Index has risen by more than 30% since November (see the chart below). Earlier this week, the Nikkei was at its highest level since September 2008.

 

Global stock markets are, in general, of course, …

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