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Asian Chemical Connections

India Versus The West: The Real Costs Of Living

By John Richardson MY two recent blog posts on what it really means to be middle class in the developing world – “The Great ‘Middle Class Myth’ Further Exposed” and “Serving The Needs Of The Vulnerable Poor Majority” – have produced this very interesting response from one of my contacts: I agree that using one […]

China And Commodities Prices: The Slow-Motion Train-Wreck

By John Richardson OIL prices are now in bear-market territory with commodities prices in general at a 13-year low, according to the latest Bloomberg Commodities index which follows 22 different commodities. Not surprisingly, therefore, the share prices of mining and other commodity-producing companies have fallen to their lowest levels since the depths of the 2008 […]

China’s Economic Realities In Four Charts

I’ll be again posting less frequently this week – today, obviously, Wednesday and also on Friday – as I  am on still on leave. The blog returns to normal from the week starting 27  July.   By John Richardson SOME graphs are worth many thousands of words, and so here are four graphs to start […]

The Great “Middle Class Myth” Further Exposed

By John Richardson A GOOD argument is only a good argument if it is backed up by sound data. Agreed? Yes, nobody is going to disagree on this point. And yet for many years now, I’ve been scratching my head with bafflement every time a senior chemicals company executive has talked in a very one-dimensional […]

China and Iran Reshape Oil Market Thinking

By John Richardson ON Monday, I discussed how a generation of analysts have grown up never having experienced a prolonged period of weak economic growth in China. Because these analysts were unable to imagine a sustained downturn in China, they bent their theories to fit a set of facts that have consistently pointed to more […]

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