By John Richardson WHAT if your chemicals company has got it completely wrong? What if your board of directors needs a whole new way of thinking as the New Normal further develops? If you plan to be working in the industry for the next ten years or more, rather than cashing-in your share options before then […]
Asian Chemical Connections
Time To Buy Some Better Advice On India
By John Richardson WHEN was the last time you picked up a bottle of shampoo, looked at the price, and thought “can I really afford this? Might it be better if I bought a couple of single-serve sachets of shampoo?” In the West, even if you are one of the more than 50% of young […]
India HasTo Focus On Sanitation And Education
By John Richardson SO far so good, perhaps: During the last financial year (March 31 2014 to 1 April 2015), 58.6 million new toilets were constructed in India, according to official government statistics. This compares with 48.9 million during the financial year 2013-2014. Narendra Modi has thus made some progress towards tackling the “toilet test” […]
The Developing World: Getting Your Strategy Right
By John Richardson IT IS just plain intellectually lazy, and, more importantly, very wrong indeed: You work for a petrochemicals company and have been asked by your boss to come up with a demand-growth estimate for the next ten years for the rest of the developing world, and so you look at what’s happened in […]
How 3D Printing Means No Repeat Of China’s Growth Story
By John Richardson AS you can see from the above chart, China’s percentage share of the global polypropylene (PP) market has risen from 15% of consumption in 2000 to 33% in 2014. During the same period, however, India’s share of worldwide consumption only rose from 7% to 9%. This kind of chart is used as […]
Ageing Populations And Fitting Two Billion Into One Billion
By John Richardson THE above chart is of absolutely critical importance for anybody who is serious about estimating both the strength and nature of future global demand growth for chemicals. If you are not a serious analysts then, sure, ignore demographics and cling on to a few vacuous slogans such as the “rise of the […]
US Fed Cannot Solve Deflationary Crisis It Has Created
By John Richardson ALL eyes will be on the precise detail of the statement the US Fed issues after its latest Federal Open Market Committee (FOMC) meeting, which takes place today and tomorrow (March 17-18). Many analysts think that the ideal outcome for emerging market governments and companies, and those who have gone “long” […]
India’s Budget: Going Beyond The 2% Who Own Shares
By John Richardson ANYBODY who invests in the Indian stock market might well regard today as a buying opportunity ahead of tomorrow’s announcement of India’s latest budget. Or, of course, it might be an opportunity to go short if you think that India’s Prime Minister, Narendra Modi, will disappoint the business world through the content […]
Following In The Footsteps Of China Is Impossible
By John Richardson THE chart above shows how China’s consumption of polypropylene (PP) rose from 4.6 million tonnes in 2000 to 19 million tonnes in 2014. It also illustrates how, in the process, China’s percentage share of global PP consumption jumped from 15% in 2000 to 32% in 2014. Meanwhile, imports also rose during the […]
India’s Search For A New Growth Model
By John Richardson THE great news is that China is moving towards a new, and potentially very effective, economic growth model. Can we say the same for India? The reason why I pose this question is because, since Narendra Modi has been elected as Prime Minister, a lot of my Indian contacts have talked about […]
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