Tag Archives | India

India’s Demonitisation: Measuring The Real Impact

By John Richardson

FOR those interested in what demonitisation might mean for Indian polyethylene (PE) demand in the calendar years 2016 and 2017, the above two charts will be useful.

The top chart shows our base case for Indian demand …

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Stunning Agreement On HFCs Offers Huge Opportunities

By John Richardson

THE DELHI bank manager’s priority was to make sure his son got through medical school. He obviously therefore didn’t have that much time or energy to worry about global warming before he bought a hydrofluorocarbon (HFC)-fuelled air-conditioning …

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Emerging Markets: 67.7 More Years To Catch Up With US

By John Richardson

IF I had a dollar in my pocket for every time I had read or heard the phrase “the rise of the middle classes in the emerging markets” in the context that this was a tremendous opportunity …

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India: How The “Local For Local” Model Can Boost Growth

By John Richardson

IT is just silly, the idea that India can become an export-based heavy manufacturing powerhouse to rival China. Here are four very good reasons why this cannot happen:

China, despite its rising labour costs in its eastern…

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The Developing World: Getting Your Strategy Right

By John Richardson

IT IS just plain intellectually lazy, and, more importantly, very wrong indeed: You work for a petrochemicals company and have been asked by your boss to come up with a demand-growth estimate for the next ten years …

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Creating Sustainable Chemicals Growth In 2015

By John Richardson

AS just about everyone, including me, obsesses about the more than 40% collapse in oil prices and what it means for the chemicals industry, here is another statistic for you: 58,000 newborns die in India every year …

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Modi’s Biggest Challenge: Tackling Poverty

 

By John Richardson

Narendra Modi, as we discussed last week, faces a big job in unlocking the stalled infrastructure investment that is holding back India’s economic growth.

Optimists, however, point to his success as chief minister of Gujarat, which …

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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 …

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Narendra Modi’s Infrastructure Challenge

By John Richardson

NARENDRA Modi looks as if he will end up leading the BJP-coalition to victory in India. This has led to a surge in optimism that he can repeat the “economic miracle” he achieved in Gujarat at a …

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India Can Be Plastic Fantastic

By John Richardson

THE blog has recently heard India described as “very disappointing” by several overseas executives of major polyolefins producers.

When pressed about what they meant, they told us:

Economic growth over the last few years has been much…

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