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Asian Chemical Connections

Chemicals And The Removal Of The Punch Bowl

By John Richardson LUNCH with a chemicals analyst yesterday, during the blog’s latest trip to Singapore, gave an intriguing glimpse into the world of those who invest in the chemicals industry. “The Morgan Stanely “Supercycle” report (which the blog wrote about late last year) seems to be on every fund managers desks,” he said. “These […]

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