Tag Archives | the Fed

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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Asia, The Fed And Swimming Naked

 

By John Richardson

WHEN the tide eventually goes out, we will find out who has been swimming naked.

This will also be the case in several emerging markets, ex-China, when the Fed eventually draws down its stimulus.

Hot money …

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The Complexities Of Benzene

By John Richardson

SOMETIMES petrochemicals markets defy reality, on the occasions when pricing moves out-of-synchronicity with the underlying nature of demand.

This is the case with benzene today (see the above pricing chart) as my ICIS colleague Truong Mellor describes, …

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Get Behind China

By John Richardson

THE blog is often accused of being pessimistic. We are not. We are just realistic.

It was realistic last November to anticipate that China’s new leaders would be dedicated to major economic reform. In fact, this was …

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The 99.9 Percent

Credit: Odysseas Gp Creative Commons BY NC SA

 

By John Richardson

WHEN the Fed launched its third round of quantitative easing (QE3), a Perth Australia-based investment analyst said:

“I get the feeling that people are waking up to the …

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Central Bankers Making Global Economy Worse

By John Richardson

A NEW research note from our colleagues at International eChem discusses how central bankers have pledged to do “whatever it takes” to achieve a sustainable economic recovery. Click here for a full copy – Research-Note-24Sept12.pdf.

Their well-meaning …

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