……spare a thought for whoever at Formosa ends up carrying the can for perhaps the biggest blunder in the history of petrochemicals. Any other candidates?
Asian Chemical Connections
Is India set to tank?
There seems to be a conspiracy of complacency about India. Read The Economist’s dire warnings. To be fair, the naysayers have been warning of an India collapse for years, But the longer that these imbalances are allowed to build, the greater might the collapse be when it happens
And is China about to collapse?
I am bored to death, sick to my back teeth, of attending conferences where the only view on China is one of almost exponential continued growth. Read this from Will Hutton, a top China sceptic for a sobering reminder that China has some major structural weaknesses. You thought the Asian Financial Crisis was bad? If […]
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