on April 29, 2016

China used to be the manufacturing capital of the world.  It would buy raw materials, and sell finished products to the West.  But these...

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on April 27, 2016

“Within 20 years, we will be an economy that doesn’t depend mainly on oil“. With that one statement, deputy Crown Prince Mohammed bin Salman...

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on April 25, 2016

Markets are becoming increasingly chaotic, as the world’s major central banks each try to devalue their currencies. They have created a traders’ paradise, with...

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on April 22, 2016

4 years ago, Brazil’s polyethylene market flagged up the first warning signs that its GDP was hitting headwinds, as China’s stimulus programme begin to...

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on April 20, 2016

New data from the International Monetary Fund confirms that last year’s collapse in global GDP was even worse than first reported. As the chart...

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on April 18, 2016

Yesterday’s failure of the Doha oil producers meeting will hopefully reintroduce a note of sanity into oil markets.  After all, Saudi leaders have made...

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on April 15, 2016

Companies and investors need to refocus on demand as the key driver for revenue and profit growth.  Supply-driven business models are no longer sufficient....

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on April 13, 2016

Clouds are gathering over the auto industry, as the impact of the post-2008 stimulus programmes fades into history. It is hard to believe that back...

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on April 11, 2016

“Confusion now hath made his masterpiece”.  This quotation from Shakespeare’s great tragedy, Macbeth, aptly sums up the state of the world economy. Policymakers refuse to...

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on April 8, 2016

What we “assume” can make an “ass of u and me“, as the proverb says.  And that is certainly true of the way central...

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