Tag Archives | Yuan

China To Follow In America’s Oil And Gas Footsteps

By John Richardson

DURING the economic Supercycle it all worked beautifully, as the above picture indicates.

China sold stuff to the West and then bought lots of US Treasuries from their earnings in order to keep US interest rates low. …

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China Credit Squeeze Further Weakens “Real Demand”

By John Richardson

DESPITE the 26% increase in China’s polyethylene (PE) imports in Q1 of this year over the same period in 2013, “real demand” continues to weaken – i.e. the resin bought by end-users to actually make things.

The …

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China Drives Down Yuan To Protect Jobs

By John Richardson

WE first warned in December 2011 that as China’s economic reforms accelerated, Yuan depreciation was a strong possibility.

 And then in May of last year, we picked up the theme again by again suggesting that as growth …

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China Hints At Yuan Depreciation

By John Richardson

LABOUR markets are tight in China and so on the surface there appears to be no great pressure on Beijing to attempt to export its way out of an unemployment crisis.

But what happens if, as we …

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US-China Trade Disputes Threat

By John Richardson

CHINA’S 15.3 percent increase in exports in May, far greater than most analysts had expected, is being interpreted as a sign of the country’s enduring economic strength.

This is certainly good news for China amidst all the …

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China And The WTO Ten Years On

By John Richardson

TEN years ago this weekend China officially joined the World Trade Organisation (WTO), and so no doubt numerous speeches have been given about all the benefits to the global economy.

Here is a somewhat more negative perspective:

*As the diagram …

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Indian PP Growth On The Right Track

Here’s the stereotype….

Source of picture: www.watblog.com

 

By John Richardson

WE talked last week about how emerging markets continue to astound when it comes to demand, meaning that we might have to take a long and hard look at …

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