Tag Archives | Xi Jinping

China Is Sending In The Bulldozers

By John Richardson

YOU can spend as much time as you like crunching petrochemicals supply and demand data, but in the end, what will matter the most in China in determining the strength of markets during 2014 will, surely, be …

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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 …

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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, …

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Life After The “Sugar High”: Oil Prices And Petrochemicals

By John Richardson

WHY is it that even though demand in the US for petrochemicals is still well below the 2007 peak, as indicated by the latest American Chemistry Council capacity utilisation chart, the November ICIS Petrochemical (IPEX) for the …

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Every Time You Dip Your Toe In The Water…

By John Richardson

EVERY time you dip your toe in the water the political temperature in China can feel a little different.

For instance, in this article in the New York Times, published on 19 July, the newspaper wrote: “Communist …

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China’s Balancing Act: Reforming Land Rights And Hukou

Xi Jinping

 

By John Richardson

THE good health of China’s economy and the future of the Communist Party depend on giving farmers individual land-ownership rights and allowing equal rights for migrants in cities, an official from a leading Beijing-based …

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China Commodities Rally About Protecting Existing Debt

By John Richardson

OVER the last few days we have focused on the increased risk-on trade in commodities, including petrochemicals.

But maybe the rallies we have seen  in products such as fibre intermediates and polyethylene (PE)  are mainly about traders …

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China’s SMEs Face New Lending Problem

By John Richardson

CHINA’S small and medium-sized (SMEs) may already be finding it increasingly difficult to source trade finance as a result of the late June credit crackdown warned Winnie Wu, Hong Kong-based research analyst at Merrill Lynch,  who was …

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At Least One Company Saw It Coming

By John Richardson

A MAJOR petrochemicals company two years ago predicted that real Chinese GDP growth, as opposed to the “man-made”  official numbers, would fall to 4% in 2013 and 2014, a source with that company told the blog.

This …

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A Delicate Balancing Act

XI Jinping (see picture), the country’s new president, is being described either as a nationalist, who has set China on an overly aggressive course or as someone who will skilfully and harmoniously guide the nation through major domestic and international reforms. …

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