Tag Archives | India

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 …

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

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 …

Continue Reading

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

Continue Reading

India Risks Squandering Demographic Dividend

By John Richardson

INDIA is at risk of squandering its demographic dividend, warned investment bank Espirito Santo when it wrote in a September 2013 note:

If India continues its current path it will face a catastrophic shortage of jobs, creating …

Continue Reading

India Gas Price Breakthrough

By John Richardson

DEMOGRAPHICS can drive chemicals demand in the right direction, provided the correct government policies are in place.

India’s demographics are much better than China’s, as this data from the CIA Factbook indicate. For instance, as of 2013 …

Continue Reading

China and India: When Over-Investment Is A Good Thing

By John Richardson

WHEN is over-investment a good thing? This was another question the blog was left pondering after a good conversation with a Beijing-based training delegate during ICIS Training’s recent China Seminar in Bangkok.

She made the point that …

Continue Reading

No Ethylene Margins Peak In 2016

 

By John Richardson

FORECASTS of European capacity closures and project delays and cancellations have led some financial analysts to the conclusion that there will be a peak in ethylene margins from 2016 onwards.

This will provide a few years …

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

Indonesia: Sweat It Out!

Jakarta at night (source of picture: Wikimedia)

 

By John Richardson

THE blog first visited Indonesia in October 1997, shortly after the onset of the Asian Financial Crisis, and was amazed to think that only a few months earlier, the …

Continue Reading