Tag Archives | US Presidential Election

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The Suspension Has Gone

By John Richardson

WHAT a week it’s been when, of course, politics has trumped everything else and has challenged the view of those who believe that demand will take care of itself.

Demand did take care of itself during the Supercycle, …

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Tackling The SOEs

“The state advances as the private sector retreats…” The table below shows the size of China state-owned enterprises versus some other corporate giants.

Source of table: The Economist. ICBC is the Industrial and Commercial Bank of China. 

 

By John …

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Uncertainties Over US Gas Pricing

By John Richardson

NOBODY saw the shale gas technological breakthroughs coming and thus the revival of the US petrochemicals industry took everybody by surprise.

Today the accepted wisdom is that the US industry will remain a license to print money …

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Mitt Romney Risks China Trade War

By John Richardson

MITT Romney is playing a dangerous game with pre-election rhetoric that might end up tying him to a policy decision that results in a US-China trade war, warns Stephen Roach, the former head of Morgan Stanley Asia and senior …

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US Euphoria

By John Richardson

THE shale gas advantage, along with the revival of the US economy, made for a euphoric atmosphere at last week’s International Petrochemicals Conference (IPC)* in San Antonio, Texas.

China was only a blip on the corner of …

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