Entries from Asian Chemical Connections tagged with 'BASF'
More Muddle And Confusion
By John Richardson Manufacturers yesterday reported rising output and improved employment prospects in the US, Europe and Asia. China's Purchasing Managers' Index (PMI), involving a survey of more than 700 manufacturers, increased for the eighth straight month in a row...
Chemical execs go long on realism
Offsetting the risk of being over-optimistic? Source of picture: thetradingpit.net MAYBE there should futures contracts in realism versus recklessness. That way any senior company executive who wants to take a punt on next year being better than 2009...
Chemicals company H2 complacency?
Chemical companies as a whole displayed "dangerously complacent" views about second-half 2009 prospects when they released their Q2 results late last week, argues chemicals analyst Paul Satchell in his blog. "They believe that demand has bottomed. Although they can't...
The next oil shock and petrochemicals
Apologies for letting this blog slip again, but have been busy trying to make a crust presenting ICIS training courses. And so as a bonus for our army of avid readers, here are my extended thoughts on the above: In...
Maybe it's not as bleak as I've made out...
Consensus opinion tends to swing firmly in one direction and then the other. For example, in the good old days of 2007 you would have been pretty hard-pressed to find many in the chemicals industry who saw anything but...
The big challenges
As delegates gather for this year's European Petrochemical Association meeting in the unreal world of Monaco (unreal for the 99.9 per cent recurring of us who don't own Ferraris), I thought it was worth summarising some of the issues...
Eggheads are annoying
BASF, eggheads, integration benefits, McKinsey, counter-cyclical investment, Ciba Specialty Chemicals, Clariant
I've got ten of these
Fischer Tropsch, BASF, Dow Chemical, The Hay Group, renumeration
China's growth conundrum
I couldn't let today pass without including a picture of the Olympic Stadium in Beijing where the opening ceremony is about to take place. The purpose of this redefined blog is not to look at the short term, though. For...
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