Tag Archives | Xi Jinping

China Overlooked Lending Data Down 64% As Economic Slowdown Continues

By John Richardson

FAR too little attention is still being paid to China’s lending data even though this has long been the key measure of whether its economy is accelerating or slowing down.

In January 2014, lending in China started …

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China Doubles Down On Pollution Clean-up: Consequences For Chemicals

By John Richardson

ECONOMIC GROWTH for the sake of economic growth was for so many years the No1 priority in China. It is hardly surprising, therefore, that there is a legacy of major environmental problems.

These include some 1.6m premature …

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Evidence Builds Of China Slowdown As Economic Reforms Gather Pace

By John Richardson

THE CHINESE economy remains one of the most overlooked threats to the conventional opinion that we are in the midst of a synchronised global economic recovery.

Sure, some alarm bells rang with last week’s release of China’s …

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US-China Trade Relations In 2018: Prepare For The Worst

By John Richardson

WE GOT away with it in 2017 by luck rather than design, as there is of course very little that petrochemicals and polymers companies can do to prevent a global trade war other than lobbying politicians.

Part …

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Global Economy In 2018: Stimulus Withdrawal Threatens Complacent Outlook

By John Richardson

IN TODAY’S world of soar-away stock markets backed up by the notion that the sustained global economic recovery will not be derailed in 2018, there is a need to detail the major risks out there.

Today’s post …

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China Pollution Campaign: 2018 Chemicals Market Opportunities, Challenges

By John Richardson

XI JINPING mentioned the environment no less than 89 times during his three-and-a-half hour opening speech during October’s 19th National Party Congress.

China’s president did, however, refer to the economy 70 times during that same speech, but …

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China And Xi Jinping: The Five Big Challenges You Must Understand

By John Richardson

THE above slide, from my speech at this year’s Gulf Petrochemical Association Forum, is a summary of much of the analysis on this blog over the past 12 months. This is another of my print-out-and-keep guides. Please …

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China’s Polypropylene Market: The Right Questions You Simply Must Ask

By John Richardson

On the surface, the above chart represents very good news for exporters of polypropylene (PP) to China. As you can see, our base case sees import volumes creeping up from around 3.9m tonnes in 2018 to 4.2m …

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