Entries from Asian Chemical Connections tagged with 'inflation'
Central Bankers Making Global Economy Worse
By John Richardson A NEW research note from our colleagues at International eChem discusses how central bankers have pledged to do "whatever it takes" to achieve a sustainable economic recovery. Click here for a full copy - Research-Note-24Sept12.pdf. Their well-meaning...
Oil Prices And Demand Destruction
By John Richardson THE danger that high oil prices pose to the global economy, and therefore, of course, petrochemicals demand, has been highlighted by a new report from HSBC. It makes the point that quantitative easing, which has led to...
September Will Be A Cruel Month
By John Richardson SEPTEMBER is going to be a cruel month when the West returns from the summer holiday period and the extent of damage to chemicals and polymer demand becomes more apparent. In Asia, temporary supply constraints in polyolefins, paraxylene (PX) and...
India polymers slide once again
By Malini Hariharan The messenger's prediction has turned out to be correct. Indian polymer producers have been forced to reduce domestic prices to match levels seen in the wider Asian market. The week started with a downward revision to polypropylene...
Power shortages strike China
By Malini Hariharan The problems for Chinese manufacturers are multiplying. Besides having to worry about rising input costs, inflationary pressures and tightening of credit, companies now have to contend with unexpected power cuts. This is usually the low season for...
Polyolefin Producers Maintain Their Control
Source of picture: Dallhouse University, Canada By John Richardson THE incredibly smart way in which polyolefin producers have managed production since the great collapse of September 2008 continues to defy what appear to remain some very uncertain, and some...
A Repeat Of The 2008 Collapse On The Cards
"Only another thousand or so years to go....." Source of picture: Atlantic Council By John Richardson HERE we go again, eh? Yes, as rising crude-oil prices and overall inflation pose a major threat to the petrochemicals...
India still shining
The figures may not be as impressive as China but India too has been churning out some good growth numbers. The Index of Industrial Production was up 11.7% in November, the fastest pace of growth in more than two yeas....
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...
Is your glass half empty of half full?
Hopefully, completely empty if you happen to live in China and can only afford to drink tap water. However, it's not the environment that this is this week being viewed as the biggest threat to the economy, but rather inflation...
No more pessimism for a couple of weeks
You maybe relieved, on the day the Chinese government introduces measures to cool stock markets resulting in sharp fall in the Shanghai Exchange, that I am going on leave for a couple of weeks. Perhaps I'll feel the sun on...
A new era of globalisation?
I was chatting to my good friend and contact Paul Hodges of International eChem yesterday.He believes we've entered globalisation part II, where the impact of higher raw material prices will trigger harmful inflation. As Ben Bernanke has pointed out, oil...
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