By John Richardson A detailed study of some of China’s positive economic data for November adds a lot more weight to the point we made yesterday: The “recovery” is unlikely to last into 2013. November marked the first time in over a year that both the official China manufacturing PMI and the final HSBC/Markit Economics […]
Asian Chemical Connections
The Rest Of 2011 A Write-Off
By John Richardson SORRY to be yet again a bearer of bad news, but the awful China market continues to reflect a reality on the ground that remains in contrast to the views of chemicals analysts and top industry executives. And as we discussed yesterday when we looked at just one aspect of the problems […]
Structural Threats To 2012 China Rebound
By John Richardson SERIOUS structural problems with China’s economy threaten another disappointing year for polymer demand following flat, or even negative, growth for many of the major synthetic resins during 2011. Last week the blog visited Singapore and held discussions with several industry players and chemicals analysts. They agreed that polyethylene (PE), polypropylene (PP), polyvinyl […]
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