By John Richardson WE ARE STILL waiting for detailed data on China’s petrochemicals and polymers imports in January and February 2021. This is just one of many China data holes for January-February. We do know, however, that overall imports of plastics in primary form rose in volume by 8% in January-February 2021 versus the same […]
Asian Chemical Connections
Analyse The Data And Listen To Li Keqiang
By John Richardson IT IS important to look at long-term trends in China rather than be misled by a few positive sets of data. This is not pessimism, just realism. Yesterday saw the release of very good August export data. Exports were up by 7.2% from year earlier, and were 5.1% higher than in July […]
China Export And Import Data May Obscure The Real Picture
By John Richardson CONFUSED? Perhaps, as was definitely the case last Friday, you shouldn’t be. The thrilled reaction of financial markets to the release of China’s July export and import data needs to be put into the context of it being one positive set of data in a long-running series of negative data. On the […]
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