By John Richardson CHINA’S 15.3 percent increase in exports in May, far greater than most analysts had expected, is being interpreted as a sign of the country’s enduring economic strength. This is certainly good news for China amidst all the other negative news. But to what extent is it good news for the US, the […]
Asian Chemical Connections
Restocking Price Recoveries Will Be Deceptive
By John Richardson WE will see, as we did in the second half of last year, chemical price recoveries on restocking as inventories are at very-low levels down many of the value chains. It will only take slight improvements in confidence for markets to suddenly bounce-back. Further monetary easing China is likely to buoy confidence post-Chinese […]
West To Exert More Cost Pressures
The US back-to-school buying season Source of Picture: theglobeandmail.com As regular readers will remember, last Friday I linked through to this article from the New York Times on the likelihood of a disappointing back-to-school sales season in the US. I had promised some more thoughts on this article and so here goes…. ……This is a […]
The China Recovery Conundrum
eutsche Bank, Wall Street Journal, New York Times, China economy, China Q1 growth, China Q1
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