Tag Archives | the Fed

China Is “The Fragile One”

By John Richardson

THE “Fragile Five” might, as we discussed on Monday, have become “The Exposed Eight” developing countries threatened by a disorderly Fed tapering.

But what if, in all the focus on the Fed cutting back on quantitative easing, …

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Oil Market Risks For 2014

By John Richardson

PAUL Satchell, the UK-based chemicals analyst with glob investment bank Cannacord Genuity wrote  in his December Volume Proxy* report, which was released earlier this month: “It has long been our opinion that real demand fundamentals in commodity …

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The Perils Of An Even Weaker Yen

By John Richardson

YOU cannot turn 65-year-olds into 35-year-olds, no matter how much central bank stimulus you throw at the problem.

This is why the real, underlying problem with Japan is its demographics which make all the current attempts to …

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Chemicals Companies Need To Prepare For Deflation in 2014

By John Richardson

IF the US Fed’s polices are working why is AP Moller Mearsk – the shipping company which is widely seen as a proxy for global trade – cutting costs and reducing capacity?

Probably because as Henny Sender …

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Guaranteeing The “Trickle Down” Effect

By John Richardson

THE average-paid worker in a US company has to work for more than a month to earn what her or his CEO will earn in just one hour, according to this video from Adam Mordecai – the …

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Malaysia’s Scary Investment And Spending Bubbles

Source: http://www.globalpropertyguide.com

 

By John Richardson

Will this time really be different in Southeast Asia? Everyone hopes so.

But the arguments put forward by economist Jesse Colombo back in January – about investment bubbles building up across the region – …

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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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Becoming A Chef In Indonesia

An Italian restaurant in Jakarta

 

By John Richardson

ELEVEN-year-old Nurafidah spends her mornings at school and her afternoons hunting for recyclable plastic, aluminium and glass in Jakarta’s giant rubbish dump – Bantar Gebang. She wants to grow up to …

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Malaysia: Taking The Long View

Source: Malaysia Petrochemicals Association

 

By John Richardson

THE problems in Malaysia have been evident for a long time.

But thanks to the irresponsible and failed actions of the US Fed, the flow of funds into the Southeast country had …

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US Stocks Defy China Reality

 

By John Richardson

ALL is right with the world if you are one of the small percentage of people, globally, who invest in US stock markets. Last week, as this article from Barron’s pointed out, the Standard & Poor’s …

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