on August 22, 2014

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...

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on August 21, 2014

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...

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on August 20, 2014

Fracking has completely changed the outlook for US natural gas supplies, as the above chart from the latest Energy Information Agency 2014 annual report...

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on August 19, 2014

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...

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on August 18, 2014

Large economies are like supertankers.  There are no brakes to use if you want to change direction in a hurry.  Instead, you have to...

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on August 15, 2014

The Cycle of Deflation has taken another lurch forward.  The reason was India’s decision to veto last year’s Bali deal to streamline customs procedures. ...

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on August 14, 2014

The blog’s latest post for the Financial Times, published on the BeyondBrics blog is below. By Paul Hodges of International eChem China’s July lending level...

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on August 13, 2014

Chlorine and caustic soda are the bedrock of modern industry.  They are used in everything from laundry products to pharmaceuticals.  So changes in their...

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on August 12, 2014

Very large amounts of copper, iron and other commodities are in long-term storage in China as part of the ‘collateral trade’.  More recently, it seems large amounts...

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on August 11, 2014

Markets appear to be continuing to move, slowly but surely, into their expected ‘scary phase’.  The reason is the massive distortions that have been created in...

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