Tag Archives | Third Plenum

China: Building The Bear (Or Realistic?) Case For 2014

By John Richardson

The above slide, compiled from Global Trade Information Services data by fellow blogger Paul Hodges, is further evidence of the tremendous year that polyethylene (PE) has enjoyed in China so far this year.

We think that PE …

Continue Reading

Jokes Don’t Keep You Healthy

By John Richardson

“I FEEL like I’m living in clouds of smog,” Zheng Qiaoyun, a Shanghai resident who kept her 6-month-old son at home told the UK’s Guardian newspaper.

“I have a headache, I’m coughing, and it’s hard to breathe …

Continue Reading

Credit Tightening The Key For China In 2014

By John Richardson

WE have been on a magical mystery tour during the second of half 2013 in an effort to discover what has really driven the 14% year-on-year increase in polyethylene (PE) apparent demand in China in January-August – …

Continue Reading

Re-assembly Job No 2: China Local Govt Revenues

By John Richardson

THERE are personal reasons why local government officials in China might effectively resist the boldest economic reform agenda since 1978.

Career advancement is one such reason, as is making money on the side.

“By building a large …

Continue Reading

China: No New “Demographic Dividend”

By John Richardson

ANOTHER, on the surface, stunning announcement last Friday – along with promises of root and branch economic reforms – was China’s decision to relax its one-child policy. All of these announcements followed the conclusion of last week’s …

Continue Reading

Re-assembling China’s Incentive Systems

By John Richardson

ON the surface, further details about decisions taken during the Third Plenum – which were released on Friday – were nothing short of stunning. They promise a “root of and branch” reform of China’s economy.

But implementation …

Continue Reading

China’s November Plenum: The Verdict So Far

By John Richardson

THE November Plenum is over and now the analysis has begun.

Some commentators view the formal communiqué about the plenum – which was released by the government on Tuesday – with tremendous enthusiasm.

Others, however, are disappointed, …

Continue Reading