on November 28, 2014

Oil prices have collapsed to the $70/bbl level, as I forecast in August. And the new Chinese government has just reported there was $6.8tn of “wasted investment” between...

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on November 27, 2014

Tomorrow is the great American shopping day, Black Friday.  In the past, every true American would head for the malls, to shop till they...

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on November 26, 2014

“The basic function of a central bank is to defend the value of the currency.”  Paul Volcker was the great US central banker of...

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on November 25, 2014

I worry about the $100bn+ investment that it currently being made in new US chemical output.  On paper, it seems a ‘slam dunk’ as...

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on November 24, 2014

I am very much looking forward to presenting ‘The pH Report’ free webinar tomorrow, Tuesday 25 November. This will take place twice, at 08.00 GMT and...

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on November 24, 2014

We had another excellent Conference in Berlin last week on the challenges and opportunities facing the global aromatics industry.  These developments are starting to impact...

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on November 21, 2014

Next Friday sees the start of the main shopping period in the US – ‘Black Friday’, the day after Thanksgiving.  But increasingly, consumers are giving the stores a...

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on November 20, 2014

Change is always unwelcome and usually uncomfortable.  But it also provides us with Opportunity, as the Chinese character for Crisis highlights. The second half of our Boom,...

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on November 19, 2014

The Great Unwinding began with the change of economic direction in China.  So it makes good sense for businesses and investors to view developments with a Chinese perspective in mind.  This...

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on November 18, 2014

We have been extremely encouraged by the support we have received since launching the first issue of ‘The pH Report’ last month.  The Financial...

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