on May 28, 2015

China is the world’s largest polyethylene market.  One-third of the way through the year, it  is therefore interesting to analyse the ratio of its...

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on May 27, 2015

Bill White’s important critique of the policies being followed by his former central bank colleagues echoes his warnings before the 2008 Crisis.  One of his...

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on May 26, 2015

4 years ago, India could do no wrong.  The ‘Incredible India’ campaign had captured imaginations around the world, and almost everyone seemed to believe...

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on May 25, 2015

Since 2010, May/June has seen the US Federal Reserve start to realise it would have to revise its optimistic New Year forecast that economic...

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on May 22, 2015

The smartphone market has been one of the ‘jewels in the crown” of the consumer electronics market.  Yet today, it is rushing headlong into...

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on May 21, 2015

Every oil trader has known the feeling.  You’ve done your sums, talked to everyone, and decided the market is going to be short of...

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on May 20, 2015

Companies and investors often say “we don’t need to think about demographics – its too far in the future to matter”. This might have...

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on May 19, 2015

Everyone seems sure that China’s government is about to undertake major new stimulus.  Thus Reuters reported: “Economists said it was a matter of when,...

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on May 18, 2015

“Central banks have to be mindful that too long a period of very low interest rates can have undesirable consequences in the context of...

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on May 15, 2015

There are 46m people aged over 65 in the USA today, and there will be 56m by 2020, according to recent US Census Bureau data....

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