Entries from Asian Chemical Connections tagged with 'bear-market rally'
Back to the Serious Stuff: Fitch issues China warning
As I've been warning on this blog for some time, the explosion of credit in China has created a great deal of paper-bottomed optimism over the recovery. Fitch, the ratings agency, has just raised its macro-prudential risk indicator ffor...
How long can bear-market rallies last?
The current run-up in equities might go on and on - perhaps even for several years, according to economist Russell Napier. But he warns, in this excellent video interview with FT journalist John Authers, that an extended boom in...
Some important new petchem trends
To keep you updated on what we believe is happening in petrochemicals, here are some important recent trends: *Futures markets in China are playing an increasingly important role in influencing pricing in polyolefins, methanol and PTA. Trading volume on...
Asian petchems: A H2 Outlook
Bear Stearns, Dalian Commodity Exchange, bear-market rally, China speculation, ethane versus naphtha prices, International eChem
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