Tag Archives | US

What Yuan Depreciation Means

By John Richardson

THE truth is that nobody has ever entirely understood the nature of China’s chemicals and polymers demand.

During the good times, at the height of China’s credit Ponzi scheme, if you were a sales manager, why ask …

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China: Do The Maths On 2014 GDP Growth

By John Richardson

DO the maths and you should be able to assess what could happen to China’s GDP growth in 2014:…

The Chinese Academy of Social Sciences wrote last week in the China Daily: If the PBOC loosens monetary

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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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Malaysia Reform Complacency And The Fed

By John Richardson

REFORM complacency could well be one of the harmful results for Asia ex-China of the Federal Open Market Committee’s (FOMC) decision not to taper quantitative easing any time very soon, financial analysts have warned.

“While we could …

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The Great Polyethylene Mystery Hunt Continues

By John Richardson

REPORTS of soaring apparent polyethylene (PE) demand (imports plus domestic production) in China continue as the search also persists for an explanation, given the country’s weak macro-economic environment.

Last week we wrote of  a 13% increase in …

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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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The Challenges For 2013

By John Richardson

WE wish our readers a great festive season and wish them all the best for the New Year. We will take a break and resume the blog on 28 December.

We really do wish we could be …

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Food Prices And Chemicals

Graph prepared by the http://www.thegatesnotes.com/Personal/2012-Annual-Letter

 

By John Richardson

RISING food prices resulting from adverse weather conditions in the US, South America and Russia represent yet another threat to global economic growth.

Grain prices could, for instance, increase by as …

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North America’s Oil and Gas Potential

By Malini Hariharan

The energy landscape in North America is rapidly changing. After shale gas the focus has shifted to rising oil production from various unconventional sources, which has prompted some commentators to predict that the region will regain its …

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It’s All About Shale Gas

By Malini Hariharan

As expected, excitement around shale gas is running strong at the CERAWeek conference in Houston. But an element of caution is also visible with the majors appearing to be in no rush to finalise their investments.

Shell …

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