Asian Chemical Connections

Is the risk of staying long worth it?
30th September 2009 by

  Source of picture: Time.com     Yesterday I talked about lack of willingness by wes...

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“It’s the level, stupid – it’s not the growth rates….”
30th September 2009 by

…..said Mervyn King, governor of the Bank of England Source of picture: northbriton45blogspot....

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We are heading for $45 a barrel crude this year
29th September 2009 by

SWIMMING IN OIL?   Source of Picture: fashionfunky.com     The threat posed by Iran t...

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All At Stake And At Sea For October
28th September 2009 by

A bit like the fund managers who are anxious to keep the equities rallies going until the end of the...

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Correction On China Economy Piece
25th September 2009 by

I thought I would publish Michael Pettis’s reply to my piece yesterday here rather than approv...

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The Threat from Dark Pools
25th September 2009 by

Source of picture: zerohedge.blogspot.com It might seem a little melodramatic (and it’s a wond...

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China’s consumption growth challenge
24th September 2009 by

“China, please please do what we did and spend what you might not be able to afford…R...

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Falling China license plates a lead indicator?
23rd September 2009 by

Source of picture: Chinaenvironmentallaw.com Talk around the water-cooler in Shanghai offices at the...

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Western Polymers: Get Out Or Get Cleverer?
22nd September 2009 by

MOVING IN THE RIGHT DIRECTION (SORRY, OUCH….!) Source of Picture: www.autospies.com The automo...

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Equities, Futures, Sentiment = Recovery?
18th September 2009 by

Forget supply and demand, just record the index cards…. Source of picture: Heatusa.com This am...

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