Asian Chemical Connections

Negative Asian polyolefins margins show need for recession planning
5th November 2018 by

ASIAN PE and PP spreads turned negative in October this year for the first time since the same month...

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President Trump’s “very good” call with President Xi: Nothing changes
2nd November 2018 by

PRESIDENT TRUMP said yesterday that his discussions with President Xi Jinping were “moving along n...

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US equities risk following China as global debt bubble unwinds
24th October 2018 by

THE CENTRAL character of The Big Short was the only person who bothered to read the detail of US m...

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China and the end-game of the global credit bubble
22nd October 2018 by

WHEN stock markets are rising it makes sense to fund your investments through margin debt. Over the ...

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US styrene another petchems sector at risk from trade war
24th September 2018 by

By John Richardson THE US decision to pick a fight with China over trade and geopolitical influence ...

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Middle East, India, SEA petchems winners in new trading blocs
21st September 2018 by

By John Richardson JACK MA, the founder of Alibaba, said of the US/China trade war, “It’s going...

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How Lehman Bros reshaped China and the global PE business
17th September 2018 by

By John Richardson MOST of the analysis on the tenth anniversary of the Global Financial Crisis (GFC...

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US ethylene glycols: The Cost Of Exclusion From China
5th September 2018 by

By John Richardson IF THE US were unable to export ethylene glycols (EG) to China the economic logic...

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US Economic Strength Of Little Benefit To Global Polyolefins
3rd September 2018 by

By John Richardson THE BETTER that things get in the US (provided you own equities and are not on a ...

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PE Margins Fall As Trade War Threatens Two Entirely Separate Trading Blocks
31st August 2018 by

By John Richardson LET’S FIRST of all take a close look at what the above chart is telling us abou...

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