Tag Archives | IMF

No “Breakthrough Year” For The US In 2014

By John Richardson

PEOPLE who trade in oil, other commodities and equities don’t buy that many chemicals and polymers because, of course, relative to the US population as a whole, they number very few.

Thus, the challenge for 2014, as …

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Southeast Asia ‘s Economic Boom

By John Richardson

SOUTHEAST (SEA) polyolefins demand grew by 15-20% last year in some of the region’s emerging countries, such as Indonesia, according to a source with a major global producer.

Confidence is high as overseas money pours into super-hot …

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New IMF Report Warns On China Investment

By John Richardson

CHINA’S over-dependence on investment as a driver of growth has been highlighted in a new International Monetary Fund (IMF) report.

Investment accelerated between 2007 and 2011 to counter the effects of the global financial crisis, according to …

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The Suspension Has Gone

By John Richardson

WHAT a week it’s been when, of course, politics has trumped everything else and has challenged the view of those who believe that demand will take care of itself.

Demand did take care of itself during the Supercycle, …

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“Good News” Over China Bank Lending

By John Richardson

CHINA’S new local currency lending rose to 703.9 billion Yuan ($111 billion) last month, way ahead of July’s 540.1 billion Yuan.

If a you are trader in the Dalian Commodity Exchange’s futures contract in linear-low density (LLDPE) you …

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What India Power Cuts Indicate

By John Richardson

India, along with China, seems unlikely to deliver the contribution to global economic growth expected by the International Monetary Fund as late as April of this year (see above chart).

In the case of India, last week’s …

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China’s Demographic Crisis

          

           Chinese govt poster promoting the one-child policy  

 

 

By John Richardson

IF all you can remember is strong emerging markets growth, then it is easy to be misled into only building into your scenarios the notion that China and …

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Chemicals Companies Sleepwalking Into 2012

By John Richardson

CHEMICALS companies appear to be sleepwalking into a crisis as bad as 2008 because they have sacked their in-house economists and take what they want to hear from official bodies such as the Federal Reserve, the International Monetary …

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Cosy Platitudes Are Not Enough

By John Richardson

DO you trust your government to always get it right?

The answer in the case of the West is “of course not”, but in China’s case the publicly-expressed assumption still holds that the economy is being effectively …

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US Dollar Carry Trade Threat To Chemicals

Stay cool and don’t panic!

Source of picture: www.wired.com

 

 

By John Richardson

THE growth of the carry trade US dollars – leading to a sharp depreciation of the greenback and possibly of many other unintended consequences – represents …

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