Entries from Asian Chemical Connections tagged with 'one-child policy'
China Manufacturing Relocation Accelerates
Source of graph: Standard Chartered By John Richardson WORKING conditions matter as much as higher salaries for China's emboldened manufacturing workforce, according to this article in the Financial Times. "As the number of available workers falls, factories struggle...
Xi Jingping's Challenges
By John Richardson XI Jinping, who formally became China's president last week during the National People's Congress meeting, faces enormous challenges. Life is, for example, pretty grim for hundreds of millions of people in China. Many have lost out on...
It Is Now Down To Seven Guys In A Room
Source of picture: China Daily By John Richardson The famous investor, Jim Chanos, warned three years years ago that the West places an inordinate amount of trust in "nine guys in a room" (i.e. China's Politburo Standing Committee) getting...
China Govt Confirms Post-CNY Labour Shortages
The great news behind rising labour costs: Shan Dalin, pictured with his family, is a crane operator from Southwest China's Guizhou province who has worked in eastern Zhejiang province for 10 years. In 2012, Shan's monthly income rose to...
PTA Price Decline Reflects Realities
By John Richardson The end of the eight-week long bull-run in China's purified terephthalic acid (PTA) pricing might well indicate a wider problem about to beset other petrochemicals: Reality undermining the positive sentiment of the early part of this...
Ponzi Scheme Economics
By John Richardson AN important study by the Boston Consulting Group (BCG) underlines most of the views we put forward in our e-book, Boom Gloom & The New Normal. "The developed world's Ponzi scheme is caused by record-high levels of...
Beijing Smog Highlights Reform Agenda
Picture: HAP/Quirky China News/Rex Features By John Richardson THE toxic smog that enveloped Beijing over the weekend is another example of why China's new leaders simply have to change the economic growth model. At its worst point on...
"You Can't Turn Back The Demographic Tide"
By John Richardson Our argument ument that demographics drive demand is gaining greater traction. Demographic challenges apply both to developed markets, where populations are rapidly ageing, and to emerging markets such as China, which confronts ithe consequences of...
The Challenges For 2013
By John Richardson WE wish our readers a great festive season and wish them all the best for the New Year. We will take a break and resume the blog on 28 December. We really do wish we could be...
China: 2013 Growth To Slow Again
By John Richardson A detailed study of some of China's positive economic data for November adds a lot more weight to the point we made yesterday: The "recovery" is unlikely to last into 2013. November marked the first time in...
South Korea's Demographic Challenges
By John Richardson SOUTH Korea serves as another example of how demographics are reshaping Asian economic prospects. "By 2018, 14% of its population will be over 65, making it officially an 'aged society.' That is six years sooner than...
Weak PE Margins Reflect Big Picture
By John Richardson BEFORE we look at last week's political handover in China in more detail tomorrow, while on Friday we will return to our theme of Asian demographics, the above slide illustrates what the big picture has meant for...
Asian Demographics Change Demand Patterns
THIS blog was once criticised for devoting too much time to the big picture - e.g. politics, economics and demographics - one of the major themes of our free e-book, Boom, Gloom & The New Normal. We beg to differ....
China Leadership Challenges
Xi Jinping, China's likely new president KeystoneUSA-ZUMA/Rex Features By John Richardson The make-up of China's new politburo will be announced during the 18th Party Congress, which starts on 8 November. But don't expect confirmation of the new leadership team to do...
Foxconn And China Demographics
Source: http://www.engadget.com/2012/09/23/foxconn-taiyuan-riot/ By John Richardson THE riots and a strike at Foxconn factories in China point to demographic changes that have major implications for the country's economy. China's one-child policy means that it can no longer depend on a...
No More Of This...
By John Richardson THE big hope is that once China returns from its National Holidays (1-7 October), petrochemicals markets will enjoy a big and sustainable recovery. It is not going to happen. Throughout this year, the hope has been that the...
BBC News Warns On China's Demographic Crisis
A major new report from BBC News suggests that "China's economic model is in danger" due to its rapidly ageing population.It reaches exactly the same conclusions as in our Boom, Gloom and the New Normal ebook. Chapter 6, published in...
China's Butadiene Gamble
Source of graph: http://www.economist.com/ By John Richardson AN assumption is that China's auto ownership will continue to rapidly expand and that, therefore, there will be a big need for substantial domestic expansions of butadiene and synthetic rubber capacity to...
China And Demographics
OUR last four blog posts have focused on some of the big challenges confronting China's economy over the next 12-18 months. Today we again switch our focus to how major changes in demographics could adversely impact longer-term growth prospects. ...
The Water Challenge
Source of picture: BBC By John Richardson By 2050, the world's 10 biggest river basins by population are expected to produce a quarter of global GDP, according to a report commissioned by HSBC, which was released in June....
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