Entries from Asian Chemical Connections tagged with 'Deutsche Bank'

China borrowing from the future?

It's easy to get caught up in the excitement over the rebound in the Chinese economy and miss underlying weaknesses which point to some major problems ahead. To some extent, in a desperate effort to compensate for collapsing export...

Net lending declines by 70-80% in Q2 in China

This very interesting note from Jun Ma, chief economist for Greater China at Deutsche Bank (see the end of this post) offers evidence to support what this blog has been worried about for some time - the quality of...

The China Recovery Conundrum

eutsche Bank, Wall Street Journal, New York Times, China economy, China Q1 growth, China Q1

A drowning man will clutch onto anything

Peak Oil, Deutsche Bank, gas pricing, coal-o-chemicals, coal gasification, PetroRabigh, Saudi Aramco, Sumitomo Chemical

What's the point in building a plant if you've got nobody to run it?

No point obviously. As this report from Deutsche Bank Download file notes, the global skills shortage is not just in the west. In the engineering sector, and perhaps this applies to petrochemicals, Deutsche Bank claims that the huge outpouring of...