Home Blogs Asian Chemical Connections

Asian Chemical Connections

More Questionable Chinese Data Clouds The Picture

It seems as if Lex of the Financial Times is finally catching up with this blog by questioning the validity of some of the official data coming out of China. We take this as a compliment. In today’s column it talks about how the total for first-half Gross Domestic Product (GDP) growth numbers for China’s 31 provinces […]

Is the risk of staying long worth it?

  Source of picture: Time.com     Yesterday I talked about lack of willingness by western banks to lend money because their focus was on rebuilding reserves. But Steven Major, Global Head of HSBC’s Fixed Income Strategy Team, puts a different spin on the problem. In the Fragile Recovery video from the Financial Times’ View […]

Calling all CFOs: Ready To Take The Plunge?

Source of picture: oxo.typepad.com Leaving China aside for a change – where the speculative frenzy continues apace -Paul Satchell, chemicals analyst, has a four-step measure for assessing whether the US and Europe are really out of the woods. “Purchasing behaviour is strongly influenced by a customer’s confidence, and, in the current context, four distinct phases […]

China petchem imports soar on false confidence

They always say the best form of flattery is immitation and so thanks to my colleague Paul Hodges for this graph indicating a huge surge in China’s polyethylene imports – courtesy of data from Edwin Pang of Credit Suisse. I agree with Paul in the latest post on his blog, Chemicals & The Economy, that […]

Jump to page: