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The Hypnotic Allure Of Emerging Markets

By John Richardson

A GLEAMING new skyscraper in downturn Beijing, Bangkok, Mumbai, Jakarta or Kuala Lumpur made for fantastic TV viewing, especially if a photogenic reporter was standing in front of such a building.

The reporter would then talk about …

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Serving The Needs Of The Vulnerable Poor Majority

By John Richardson

HERE is another way of looking at the important new Pew Research study, which I first wrote about last Friday:…

Just 16% of the world’s population live on incomes that would take them safely above the poverty

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Spend Your Supply-Driven Profits On Managing Demand

By John Richardson

IT has been a fantastic few months for Asia’s naphtha cracker industry as the above chart further illustrates. Even in the case of poor old, very heavily commoditised raffia-grade polypropylene (PP), variable cost margins so far this …

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Supply Exceptionally Tight, But Real Demand Still Struggles

By John Richardson

WHAT a fantastic year it has so far been for margins, with the chart above showing how in one grade of polyethylene (PE), Northeast Asia (NEA) and European producers are really, really cashing in. The same applies …

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How 3D Printing Means No Repeat Of China’s Growth Story

By John Richardson

AS you can see from the above chart, China’s percentage share of the global polypropylene (PP) market has risen from 15% of consumption in 2000 to 33% in 2014. During the same period, however, India’s share of …

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Ageing Populations And Fitting Two Billion Into One Billion

By John Richardson

THE above chart is of absolutely critical importance for anybody who is serious about estimating both the strength and nature of future global demand growth for chemicals.

If you are not a serious analysts then, sure, ignore …

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Africa: How To Seize Another Opportunity

By John Richardson

WHEN you’ve finished renegotiating with your lenders, your shareholders and your bondholders about what the collapse of oil prices means for your chemicals company, you will, hopefully, have a strategy to come through this crisis more or …

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The New Global Financial Crisis: Emerging Market Bonds

By John Richardson

EXACTLY how the new global financial crisis will gather momentum is becoming clearer by the day.

Greatly adding to this clarity was the latest Bank for International Settlements (BIS) quarterly report, which was released earlier this week.…

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Global Polyethylene: A Painful Balancing Act

By John Richardson

HERE are a few important facts about polyethylene (PE):…

China accounted for 30%, or 2.35m tonnes , of global imports of linear low-density PE (LLDPE) in 2013 (see the above chart).
It accounted for 43% of high-density

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Fed Policies Increase Emerging Market Poverty

By John Richardson

THERE are 2.8bn people – 40% of the world’s population – who live on $2-10 a day.

These people are “the fragile middle”, according to the Financial Times, as they are constantly in danger of falling back …

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