Tag Archives | China bad debts

Evidence Builds Of China Slowdown As Economic Reforms Gather Pace

By John Richardson

THE CHINESE economy remains one of the most overlooked threats to the conventional opinion that we are in the midst of a synchronised global economic recovery.

Sure, some alarm bells rang with last week’s release of China’s …

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Oil Prices Over The Next Six Months: What You Need To Know

By John Richardson

SURPRISED by the latest decline in crude prices following the US Energy Administration’s (EIA) report that more oil went in to storage last week than in any other week in 34 years?

You really shouldn’t be if …

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China Has No Reason To Increase Credit

By John Richardson

A FEW hours ago, the blog was so distressed when we read the argument that a 13-month low for consumer-price inflation in February gave China justification to ease lending conditions that we spluttered coffee on to the …

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China: One “Blink” And We Are Back To Normal

By John Richardson

Temporary factors might be behind the weakness in China’s polyethylene (PE) market that has been highlighted by our colleagues at ICIS pricing. Last week, pricing in China was either flat or declined on bearish sentiment (see the …

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China Targets Trade Finance

By John Richardson

AT the high inflation point of any financial bubble, you tend to get outlandishly dangerous and dodgy practices designed to make even more money because most people think that “this time will be different” – i.e. that …

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China And The Fed: Still Back To Front

By John Richardson

THEY are still getting it the wrong way round.  Both the Financial Times and The Economist, have said over the last few days that weaker prospects for emerging markets are mainly the result of Fed tapering.

We …

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China’s Debt Crisis Comes To A Head

By John Richardson

HOW much longer will China’s central government continue to kick the can down the road?

The answer to this question might well turn out to be the biggest single determinant of chemicals and polymers demand growth over …

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China Debt Dwarfs The Fed’s Quantitative Easing

YESTERDAY we highlighted how a crucial government meeting takes place in November in China. This could well outline the blueprint for economic reform over the next few years.

A major challenge facing China’s new leaders is the unsustainable surge in …

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