Chinese govt poster promoting the one-child policy By John Richardson IF all you can remember is strong emerging markets growth, then it is easy to be misled into only building into your scenarios the notion that China and India are merely pausing for economic breath. Conventional wisdom remains that this is, decidedly, the […]
Asian Chemical Connections
China Inland Boom: Who Will Benefit?
By John Richardson This fascinating article in The Economist raises further important questions about the impact on petrochemicals of changing migration patterns. Last week, we discussed how what industry executives had been discussing for three years has finally happened: Severe labour shortages in the southern and eastern provinces post-Lunar New Year, preventing chemicals and polymer […]
Boom, Gloom and the New Normal published this week
Today, the blog is proud to announce the publication the first Chapter of its new eBook: ‘Boom, Gloom and the New Normal: how Western BabyBoomers are changing global chemical demand patterns, again’ It is co-authored with Paul Hodges of International eChem – author of the Chemicals & Economy blog. A new chapter will […]
Old Growth Model Needs To Be Challenged
By John Richardson Calling all chemicals investors: If you hear any presentation from any company out there that talks about an uninterrupted boom in growth in China, please, please start asking some searching questions. Please….. We have so far yet to come across any evidence of such questions after scouring the web. Instead, we have […]
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