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Asian Chemical Connections

Chem Companies And The Oil Delusion

By Nigel Davis and John Richardson On the financial markets it depends when investors feel confident enough to step back into shares. An analyst on Tuesday asked who would be willing to catch a falling knife? But there are already indications of a mini-rally following the slump on global markets of the past week. Stock […]

China To The Rescue Again? Unlikely….

By John Richardson AS the global economy enters a new recession the great hope, as we discussed yesterday, is that China once again steps in with a stimulus package as did in late 2008. But can China risk a repeat of the huge increase in bank lending, a key part of that stimulus package? The answer […]

Place Your Bets – Who Is Right?

By John Richardson DOW Chemical CEO Andrew Liveris said in a 27 July conference call that China’s industrial economy was still doing very well. “They’re managing themselves down very nicely,” he added, pointing to official GDP growth numbers of 8-9%, which translate into chemicals and plastics growth of 12-13%. “We’re not seeing any issue here […]

Polyolefins In “Chaos And Panic”

By John Richardson CHINA’S polyolefin market was in “total chaos and panic” this morning, according to a Singapore-based trader. The Dalian Comodity Exchange’s futures contract in linear low-density polyethylene (LLDPE) fell a further 5% this morning after declines earlier in the week, according to ICIC news. The weak futures markets caused a supply surge in the […]

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