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Asian Chemical Connections

China polyolefins: several years of history pass in just one week

LAST WEEK I challenged whether the longstanding “put option” for petrochemicals companies and investors would still apply to China 2022.

The put option rests on the well-proven notion that the worst things get in the short term, the better the immediate outlook because Beijing always rides to the rescue with big economic stimulus.

The challenge I posed to the put option was that China might only tinker around the edges of its Common Prosperity economic reforms.

Germany Needs To Follow The Example Of Its Footballers

By John Richardson WHAT a fantastic World Cup and Germany were deserved winners. Their flair, dedication, organisation, attention to detail and team spirit were great to see. But in Gideon Rachman’s very thoughtful piece in Tuesday’s Financial Times, he highlights some of the points we’ve been making over Germany and its economy over the last […]

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