By John Richardson AS the euphoria over the Fed’s measured tapering echoes through global equity markets, many people at certain points on the continuum – which we described in detail earlier this week – will be happy. Perhaps for the next few quarters, stock markets will remain buoyant because of the measured tapering of bonds purchases and the prospect […]
Asian Chemical Connections
Generic Strategies No Longer Good Enough
By John Richardson DURING the economic Supercycle life was easy for chemicals companies. Strong and constant demand growth was assured and so all they had to do was focus on building new, cost-effective capacity. Top-down strategy was generic – a one-size-fits-all approach. Even if chemicals companies got the timing of new capacities slightly wrong it […]
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