By John Richardson A NEW report from HSBC supports our argument that China's synthetic resin market has yet to bottom out. Big structural changes in China's economy are an additional factor, in our view, to the slowdown in...
By John Richardson THE total value of export orders at the latest Canton Trade Fair, which finished this weekend, declined by 4.8% compared with the previous event in October last year. This is the first decline in the value...
By John Richardson DESTOCKING is obviously not the main driver of the decline in China's polyolefins market, despite what a dwindling band of optimists are still arguing. The glaringly transparent reason for the fallacy of the fading belief is a...
By John Richardson THE potential returns from LG Chem's electric battery and electronic materials are tremendous and are leading to some bullish forecasts from analysts as to future earnings. What will be interesting, though, is what will be the...
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