Tag Archives | India

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 …

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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 …

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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 …

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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 …

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Holding India’s Leaders To Account

                                                            Source: ICIS Consulting

 

By John Richardson

It has now become widely recognised that India is in serious trouble. The consensus has shifted over the last few weeks, in the same way that the consensus shifted on China in June.…

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It Is Just Too Difficult

Smart bottles

 

By John Richardson

THERE is a growing concern amongst some polyolefin industry executives that, despite the economic problems first in China and now India, there is still a great deal of enthusiasm for adding new capacity, as …

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The BRICS Fallacy

By John Richardson

THE above chart, from a new Research Note released by fellow blogger Paul Hodges, exposes the fallacy that BRICS and emerging-market growth can by themselves rescue the global economy.

And, as we have highlighted before on this blog, …

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Reliance Goes Boldly

Source: ICIS

 

By John Richardson

Reliance Industries is going boldly (no split infinitives here) where nobody has gone before: It is to build a cracker, which could eventually produce 1.6m tonne/year of ethylene, based entirely on off-gas feedstock supplied …

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India PVC Reflects Macro Problems

By John Richardson

WHAT is happening in India’s polyvinyl chloride (PVC) sector reflects some of the macro-economic challenges we discussed earlier this week.

An additional 8.5m tonnes of PVC pipes demand could be generated in the space of just five …

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BRICS Version 2

Mind the gap – India’s rich and poor

 

 

Source of graph: http://www.business-standard.com/india/news/sonalde-desai-the-great-indian-poverty-game/469351/

 

By John Richardson

INDIA’S economy is expected to grow at its slowest pace for a decade as a result of political gridlock, tight monetary policy …

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