It seems as if Lex of the Financial Times is finally catching up with this blog by questioning the validity of some of the official data coming out of China. We take this as a compliment. In today's column it talks about...
Source of picture: Time.com Yesterday I talked about lack of willingness by western banks to lend money because their focus was on rebuilding reserves. But Steven Major, Global Head of HSBC's Fixed Income Strategy Team, puts a...
Source of picture: oxo.typepad.com Leaving China aside for a change - where the speculative frenzy continues apace -Paul Satchell, chemicals analyst, has a four-step measure for assessing whether the US and Europe are really out of the woods. "Purchasing...
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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