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Chemicals and the Economy

Unilever says Q2 market growth slows in emerging countries, developed countries weak

The global economy really isn’t getting any better.  That’s the key conclusion from the blog’s quarterly survey of company results for Q2. Of course, some companies are doing well – either because of shale gas economics, or their own market positioning.  But consumer giant Unilever summarised the general picture very well: “Market growth continued to slow in emerging […]

Oil prices break out of their triangle – downwards

The Great Unwinding of the central banks stimulus policies is underway, as discussed last week.  Oil markets have been one of the first to feel the change, as the chart shows, with prices finally falling out of the ‘triangle’ shape built up since 2008.  The value of the US$, interest rates and the S&P 500 […]

A personal WW1 centenary – the Battle of Le Cateau

100 years ago today, the blog’s grandfather went into action for the first time in World War 1, at the Battle of Le Cateau.  A regular soldier, his Battalion had landed in France on 22 August 1914, and had then marched for 3 days from the Channel ports as part of the British Expeditionary Force (BEF) .  […]

US retail sales hit by declines in income and household wealth

US retail sales tell a sorry story about the state of underlying demand.  US sales at Wal-Mart, the world’s largest store chain, have failed to grow for 6 consecutive quarters, with shopper traffic falling 1.1% in Q2.  The company’s explanation for the problems is worth pondering by anyone in business: It is facing intense competition […]

China economic rebalancing will take at least 10 years

We must all hope that new economic policies now being implemented in China are successful.  The alternative, of a debt implosion, is too awful to contemplate.  But as China’s state-owned media continually remind us, the transition is likely to prove extremely difficult. An important interview with the deputy head of the National Economic Research Institute, Wang […]

2 dates for the diary

Last May’s China Transformation webinar with John Richardson attracted great interest.  We are therefore arranging a free follow-up webinar on Tuesday 9 September.  As before, it will be run twice, to allow blog readers in different regions to attend. This ‘China Economic Transformation II’ webinar will cover these key areas: The likely impact on global markets of the […]

Modi highlights toilets in India’s Independence Day speech

The Indian Prime Minister’s address on Independence Day is the major event of the political year, equal to the US President’s ‘State of the Union’ speech.  It was particularly important this year as India has a new reforming prime minister in Narendra Modi. It it is thus hugely significant that top of his agenda was opening up the country […]

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