By John Richardson POLITICS, politics and politics are three most important factors that need to be evaluated when assessing the direction of China's economy. Thus, in the short term it appears that the surge in bank lending from May to September...
By John Richardson A lot of the projects which have pushed the world into severe overcapacity were based on the assumption that China would remain in big deficits for many basic commodity chemicals and polymers. It was thought that...
Source of picture: Businesweek More evidence is emerging of the big rebound in Chinese exports resulting from government subsidies, including a Yuan now pegged to the dollar, soft and plentiful bank loans and export-tax rebates. More than 9,000...
"Take it from me, peripheral vision isn't all it's cracked up to be, especially if you want to get a decent annual bonus...." Source of picture: www.whipnspurs.co.nz Here's a rant for Tuesday - with thanks to Paul Hodges for informing...
Source of Picture : purchasing.com In his own words, here is how one contact describes the current situation with a couple of extra points added by yours truly (with links) "We've seen arbitrage close from Europe on polyolefins with...
They always say the best form of flattery is immitation and so thanks to my colleague Paul Hodges for this graph indicating a huge surge in China's polyethylene imports - courtesy of data from Edwin Pang of Credit Suisse. I...
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