Asian Chemical Connections

The blog is on holiday and will return on 2 January 2019
21st December 2018 by

Season’s greetings to our readers and here’s hoping for a prosperous 2019  ...

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Nothing the Fed can do to stop China causing a global recession
20th December 2018 by

By John Richardson US stock markets yesterday demonstrated their worst negative reaction to a US Fed...

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You must not assume a Goldilocks oil price in 2019 – not too hot, not cold
19th December 2018 by

By John Richardson TIME AND again people get oil markets wrong because they entirely focus on the ph...

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Asian PE margins to test 2012 lows as consensus catches up with economic realities
17th December 2018 by

By John Richardson IT HAS been evident since as early as February this year that China’s economy i...

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Scenario 1 inevitable? Are you really, really, hand on heart, that sure?
14th December 2018 by

ICIS and the UK–based chemicals company International eChem had the privilege of making a pres...

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Share buyback boost to US stocks a major danger as recession risks grow
12th December 2018 by

Just to once again stress that what follows are as always my personal views, and are open to debate,...

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Deep understanding of inland China essential for tracking 2019 slowdown
10th December 2018 by

By John Richardson CHEMICALS companies are at great risk of getting Chinese demand very badly wrong ...

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Holding petchem CEOs to account: tackling societal needs the route to success
7th December 2018 by

By John Richardson IF WE all had a dollar for every time we’d heard the phrase, “the growth of t...

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Donald Trump’s “Tariff Man” Tweet exposes lack of G20 substance
5th December 2018 by

By John Richardson That didn’t last long, did it? But anyone paying attention to the detail, o...

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G20 trade deal is no deal unless a huge gap can be bridged
3rd December 2018 by

By John Richardson I PREDICTED that there could well be warm smiles, handshakes and some kind of tra...

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