LONDON (ICIS)--Click here to see the latest blog post on Asian Chemical Connections. The Fed, the Fed and a little bit of China are widely viewed as the three biggest threats to emerging markets growth in 2014. But John Richardson argues that, rather than focusing primarily on Fed tapering, chemicals companies need to look at the far-larger outstanding debt position of China and what tackling that debt, which is now underway, will mean for growth.
Editor’s note: This blog post is an opinion piece. The views expressed are those of the author, and do not necessarily represent those of ICIS.