……all the right reasons than to be wrong altogether? Sounds a dumb question, perhaps – unless you take particular pride in being one of those know-it-alls. The point I am trying to make (and assuming that chemicals pricing doesn’t collapse beforehand on a broader retreat in crude and equites on maybe panic over swine flu […]
Asian Chemical Connections
Alice In Wonderland economics
China appears to be pumping money into ailing companies for social stability reasons, resulting in a build-up in inventory of unsold finished goods. Anecdotal evidence from ICIS pricing, and analysis by JP Morgan Asset Management and the China Economic Quarterly supports this view. Comparatively stronger exports to China, as my fellow blogger Paul Hodges points […]
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