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Asian Chemical Connections

China Drives Down Yuan To Protect Jobs

By John Richardson WE first warned in December 2011 that as China’s economic reforms accelerated, Yuan depreciation was a strong possibility.  And then in May of last year, we picked up the theme again by again suggesting that as growth in China slowed, Beijing would attempt to support the economy through boosting exports via a […]

China Hints At Yuan Depreciation

By John Richardson LABOUR markets are tight in China and so on the surface there appears to be no great pressure on Beijing to attempt to export its way out of an unemployment crisis. But what happens if, as we suspect, real GDP growth has fallen to 4% or even lower? The government, despite its […]

US-China Trade Disputes Threat

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 […]

China And The WTO Ten Years On

By John Richardson TEN years ago this weekend China officially joined the World Trade Organisation (WTO), and so no doubt numerous speeches have been given about all the benefits to the global economy. Here is a somewhat more negative perspective: *As the diagram above seeks to illustrate, China hugely built-up its manufacturing industry to take advantage of Western […]

Indian PP Growth On The Right Track

Here’s the stereotype…. Source of picture: www.watblog.com   By John Richardson WE talked last week about how emerging markets continue to astound when it comes to demand, meaning that we might have to take a long and hard look at the parameters used to measure growth. Further support for this argument came from a visit […]

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