Tag Archives | commodities ‘Super Cycle’

Qingdao probe the ‘straw on the camel’s back’ for world markets

The blog’s new Research Note in the ‘Your Compass on China’ series highlights the way that China’s commodity imports have been used to finance its housing bubble.  This is clearly a shock for investors, who have till now believed the imports were a sign of its superior economic policies and long-term growth prospects. The Qingdao probe could […]

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China’s commodity imports have financed its property bubble

Today, the blog launches a major new Research Note in the ‘Your Compass on China’ series, produced in association with leading Hong Kong-based financial advisory firm Polarwide. Titled ‘Here today and gone tomorrow – a simple guide to China’s world of trade finance’, it is probably the single most important paper it will publish all […]

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JP Morgan says ‘Buy China’, as coal stocks show economy slowing

China seems to be trying to tell the outside world something quite important about the impact of its economic policy changes.  But to judge by most expert commentary, the outside world is convinced they are bluffing.  Thus JP Morgan issued a Buy recommendation yesterday on the Shanghai market: “Chinese stocks will probably rally as much […]

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A commodities ‘Super Cycle’

Oil prices at $140/bbl caused plenty of debate in Bangkok this week at our Asian conference (jointly organised with ICIS). Delegates also heard from Reliance’s President of Fibre Intermediates, Rajen Udeshi, on the potential for a new commodities ‘Super Cycle’ to be underway. Discussing the above chart, he pointed out that the industrialisation of China […]

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