on September 2, 2015

The global commodity super-bubble is coming to an end, as I describe in my latest post for the Financial Times, published on the BeyondBrics blog It...

READ MORE »
on September 2, 2015

Europe’s migrant crisis is creating a risk that the free movement of individuals and trade within Europe might be restricted.  We take this for...

READ MORE »
on August 31, 2015

Global stock markets turned in a vintage experience last week for those who like horror movies. Continued sell-offs in China finally convinced some financial investors,...

READ MORE »
on August 28, 2015

China has the highest smartphone penetration in the world at 62%.  It had 632m mobile subscribers, with 70% of new connections based on 4G...

READ MORE »
on August 26, 2015

Aromatics markets often lead petrochemical markets, and provide good insight into economic trends.  This has certainly been true of PTA (terephthalic acid) and benzene over...

READ MORE »
on August 24, 2015

Crude oil prices continued to fall towards $30/bbl last week.  Markets are finally starting to recognise, as the BBC reported last year, that ‘China...

READ MORE »
on August 21, 2015

Its not what we know that causes the major problems.  Its what we think we know, but don’t. We know, for example, that markets balance supply...

READ MORE »
on August 19, 2015

Wishful thinking can be terribly dangerous for company profits.  Taken to extremes, it can lead them into bankruptcy. Recent developments in China thus make...

READ MORE »
on August 17, 2015

Global markets are becoming ever more complex as the Great Unwinding of stimulus policies continues.  This means that each blog post is now taking...

READ MORE »
on August 6, 2015

The Financial Times has kindly today printed my letter below, commenting on the change taking place in demand patterns as a result of ageing...

READ MORE »