By John Richardson CHINESE government statements have always been incredibly important for fathoming the country’s economic direction and this year will be no exception. We need to constantly parse the tone of statements to sense changes in direction. “The current complex and severe international environment have added new uncertainties, the domestic economic recovery is not […]
Asian Chemical Connections
Global Economy In 2018: Stimulus Withdrawal Threatens Complacent Outlook
By John Richardson IN TODAY’S world of soar-away stock markets backed up by the notion that the sustained global economic recovery will not be derailed in 2018, there is a need to detail the major risks out there. Today’s post will look at the risks posed by the withdrawal of Western and Chinese central bank […]
China: Do The Maths On 2014 GDP Growth
By John Richardson DO the maths and you should be able to assess what could happen to China’s GDP growth in 2014: The Chinese Academy of Social Sciences wrote last week in the China Daily: If the PBOC loosens monetary policy to push down borrowing rates, it will have to achieve total social financing – a broad […]
China’s Latest Credit Crunch: What It Says About 2014
By John Richardson CHINA continues to cross the river by feeling the stones and anyone in the chemicals industry who says that they have a clear idea of where this is going to end is probably being more than a little disingenuous. There will be a lot of experimentation as China tries to overhaul its […]
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