Entries from Asian Chemical Connections tagged with 'China slowdown'
Morgan Stanley Turns Bearish
By John Richardson AN interesting new report from Morgan Stanley underlines what we have been hearing about Chinese chemicals demand. The investment bank writes: "We returned to China and offer a revised message versus our trip last year. Instead...
China's Borrowing Slowdown
By John Richardson IT is the demand for loans that matters in China these days more than their supply, as chemicals markets have been telling us for over a month now. And now, statistical back-up for our anecdotal evidence, that...
China PE Demand Falls Six Percent
By John Richardson The 6% decline in apparent polyethylene (PE) demand in China from January to April this year, compared with the same periods in 2011 and 2010, underlines what market participants have been telling the blog for many...
Is the last margin grab over?
Shortly after I wrote this article (see below) on the doom and gloom surrounding China polyolefins markets, hey presto, prices rallied and I was wondering whether I needed to be wiping egg off my face. But shortly after the slight...
China growth under severe threat
I could easily be accused of ceaseless pessimism, but growth in China is moderating - regardless of what your view is of the extended article below on the impact of the bad-weather crisis. Slowing exports were already eating into estimates...
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