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China borrowing from the future?

It's easy to get caught up in the excitement over the rebound in the Chinese economy and miss underlying weaknesses which point to some major problems ahead. To some extent, in a desperate effort to compensate for collapsing export trade, China might...

Published 3 Jun 2009 13:16 by Asian Chemical Connections

Filed under: US, China, Europe, Polyolefins, Business, Deutsche Bank, Company Strategy, China Economic Quarterly, commodity chemicals, iron ore, copper, China economic stimulus, non-performing loans crisis
Net lending declines by 70-80% in Q2 in China

This very interesting note from Jun Ma, chief economist for Greater China at Deutsche Bank (see the end of this post) offers evidence to support what this blog has been worried about for some time - the quality of China's economic rebound. The government...

Published 12 May 2009 6:42 by Asian Chemical Connections

Filed under: Economics, China, Olefins, Polyolefins, Business, Markets, Deutsche Bank, inventory management, China's economy, China's false recovery, China's economic recovery. China's bank lending
The China Recovery Conundrum

Good news, bad or indifferent? It was hard to gauge a clear picture from the Q1 macroeconomic numbers for China. While retail sales grew at 14.7% in March compared with 11.5% in February, exports fell 20% during the first quarter. GDP (gross domestic...

Published 17 Apr 2009 7:24 by Asian Chemical Connections

Filed under: US, Economics, China, aromatics, Olefins, Polyolefins, Business, Markets, China economy, Wall Street Journal, New York Times, Deutsche Bank, China Q1, China Q1 growth
A drowning man will clutch onto anything

A drowning man will grab hold of any floating debris - even a plastic bag made from standard-grade Chinese polyethylene (PE). Hence, last Friday a statement by Wang Tianpu led to a few days of excited speculation about the cancellation of several Chinese...

Published 12 Sep 2008 10:11 by Asian Chemical Connections

Filed under: Economics, China, Environment, Indonesia, India, Middle East, Olefins, Polyolefins, Projects, Business, Oil & Gas, Markets, Philippines, Naphtha & other feedstocks, sustainability, Deutsche Bank, Company Strategy, Innnovation, Peak Oil, coal gasification, Sumitomo Chemical, gas pricing, Saudi Aramco, coal-o-chemicals, PetroRabigh

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China borrowing from the future?

Net lending declines by 70-80% in Q2 in China

The China Recovery Conundrum

A drowning man will clutch onto anything