Chemicals and the Economy

US-China trade war confirms political risk is now a key factor for companies and the economy
12th May 2019 by

There are few real surprises in life, and President Trump’s decision to launch a full-scale tr...

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Don’t get carried away by Beijing’s stimulus
7th April 2019 by

Residential construction work in Qingdao, China. Government stimulus is unlikely to deliver the econ...

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Chemical output signals trouble for global economy
4th November 2018 by

A petrochemical plant on the outskirts of Shanghai. Chinese chemical industry production has been ne...

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The blog’s 11th birthday – and a look forward to 2021
2nd July 2018 by

The blog has now been running for 11 years since the first post was written from Thailand at the end...

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China’s lending bubble is history
27th May 2018 by

As China’s shadow banking is reined in, the impact on the global economy is already clear, as ...

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China’s role in market volatility – Beijing’s shifting priorities raise questions over assumptions of global growth
19th February 2018 by

Commentators have confused cause with effect when analysing this month’s sudden downturn in fi...

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The return of volatility is the key market risk for 2018
8th January 2018 by

We are living in a strange world. As in 2007 – 2008, financial news continues to be euphoric, ...

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Anti-pollution drive hits China’s role as global growth engine
4th December 2017 by

China is no longer seeking ‘growth at any cost’, with global implications, as I describe...

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China’s central bank governor warns of ‘Minsky Moment’ risk
13th November 2017 by

The world is coming to the end of probably the greatest financial bubble ever seen.  Since the fina...

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Budgeting for the Great Unknown in 2018 – 2020
23rd October 2017 by

“There isn’t anybody who knows what is going to happen in the next 12 months.  We’...

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