Chemicals and the Economy

China GDP reports remain “man-made and therefore unreliable”
26th June 2014 by

The blog got 54.8m results from Google when it entered the phrase “China GDP” this week...

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China’s earthquake opens fault-lines in debt-fuelled ‘ring of fire’
19th June 2014 by

We can all hope that China’s ‘collateral trade’ turns out not to be as big a probl...

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China’s commodity imports have financed its property bubble
17th June 2014 by

Today, the blog launches a major new Research Note in the ‘Your Compass on China’ series...

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Prime Beijing house prices drop 40% since December
4th June 2014 by

China’s property market is the epicentre of the global debt bubble discussed yesterday.  It ...

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China’s PTA, PVC exports jump as it moves to preserve jobs
26th May 2014 by

To assume, as they say is “to make an ass out of u and me”.  That was certainly the cas...

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China auto sales depend on lending and property bubble
22nd May 2014 by

The above chart is the blog’s simple guide to forecasting China’s auto sales.  We know ...

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China’s PE imports jump 26% as credit bubble peaks
6th May 2014 by

Strange things are happening in China’s polyethylene (PE) market, as the chart shows: Imports...

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China’s polyester market flashes red warning signals
28th April 2014 by

China’s polyester market seems to be trying to tell us something quite important about the rea...

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Free China outlook webinar on Wednesday
20th April 2014 by

The blog’s recent Research Note on the likely impact of China’s economic reforms has at...

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Interesting Quotes (7)
14th April 2014 by

Every now and then, somebody in a senior position says something that really deserves to be noticed....

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