By John Richardson A SMOKING gun that points to more market-distorting high levels of speculation in China’s commodity markets? Have “circular trades” have made a comeback, where one commodity is bought merely to speculate in another commodity or even in real estate? Please consider the following evidence: China’s coastal iron ore inventories in early March […]
Asian Chemical Connections
Tackling China’s Latest Steel Bubble: Implications For Petrochemicals
Note: A technical fault meant I was unable to update the blog on Wednesday and Friday last week. Business as usual returns this week. By John Richardson THE stop, start nature of economic reforms in China, which is the result of the battle between the reforming “princeling” politicians and the “populists” who want to maintain the status […]
China PE Market Strength Questioned
Dear blog reader – a technical error, beyond our control, means that we are unable to upload the tables and graphs for today’s post. Watch out next week, as, when the problem has been solved, we will add the missing tables and graphs. Apologies…. By John Richardson THE sustainability of the strength in China’s […]
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