[bratticus]

$this->bbcode_second_pass_quote('', '[')b]Wrestling With a Lack of Liquidity
Saxo Bank / Daily Forex Fundamentals / May 18, 2011

The Chinese slow-down factor

The key conclusion from my Asian visit last week was that Asia has reached peak growth. This entails refocusing on social dimensions and a wish to engineer a soft-landing. I’m confident that China will avoid a hard landing but more skeptical than consensus on how China will fair in terms of growth in the second half of 2011 and in 2012. Inflation will continue higher, precisely because China is currently witnessing peak growth and hence production capacity levels are at extremes where the pool of cheap labour has almost been exhausted and electricity and energy resources overall are at a maximum price level.

[PrestonSturges]

China has overbuilt everything. The cash has been sunk into PP&E (property, plant & equipment), and those investments simply go poof. A manufacturing bubble is just like any other bubble.

[yeahbut]

$this->bbcode_second_pass_quote('PrestonSturges', 'C')hina has overbuilt everything. The cash has been sunk into PP&E (property, plant & equipment), and those investments simply go poof. A manufacturing bubble is just like any other bubble.

[bratticus]

Another part of Asia no one has any doubt about.

$this->bbcode_second_pass_quote('', '[')b]Japan falls back into recession
By Mure Dickie in Tokyo / FT / May 19, 2011

Japan slipped back into recession after the economy contracted sharply in the first quarter, underscoring the vulnerability of the world’s third-largest economy which has been battered by the March 11 earthquake and tsunami.

Gross domestic product fell 0.9 per cent in the first quarter compared with the previous three months, according to preliminary government data, even though the natural disaster struck Japan less than three weeks before the end of the period.

... Damage to Fukushima Daiichi and other nuclear and conventional power stations means regional utility Tokyo Electric Power may have insufficient capacity to meet peak summer demand in the economically-crucially capital and its industrial hinterland.

On Wednesday, Banri Kaieda, economy and trade minister, said that along with supply chain disruption and possible power shortages that had forced the government to request users cut demand by 15 per cent, the economy was also threatened by rising international fuel prices. ...

[AdamB]

$this->bbcode_second_pass_quote('', ' ')
The dynamics of Asia’s energy landscape is changing fast as prices – from crude oil to LNG – are staging a sharp recovery. What kind of pressure Asian importers will face in 2018? Will there be demand destruction? Are we going to see a change in supply patterns? The S&P Global Platts Asian oil news and analysis team has put together a series of outlook stories that delves deeper into what’s in store for the region’s oil and gas sector in 2018. OIL China's product exports set to rise as Beijing eases restrictions China's oil product exports are expected to grow at a healthy rate in 2018, after a modest rise in 2017, as Beijing relaxes restrictions amid strong lobbying by state-owned oil companies and a forecast increase in refining capacity of around 1 million b/d this year. Read more China's LPG demand

[onlooker]

https://srsroccoreport.com/areas-of-the ... -collapse/
Underscoring, that Asia and Europe may be most vulnerable to collapse because of their large dependence on net oil imports

[asg70]

$this->bbcode_second_pass_quote('onlooker', 'h')ttps://srsroccoreport.com/areas-of-the-world-more-vulnerable-to-collapse/
Underscoring, that Asia and Europe may be most vulnerable to collapse because of their large dependence on net oil imports

[onlooker]

$this->bbcode_second_pass_quote('asg70', '')$this->bbcode_second_pass_quote('onlooker', 'h')ttps://srsroccoreport.com/areas-of-the-world-more-vulnerable-to-collapse/
Underscoring, that Asia and Europe may be most vulnerable to collapse because of their large dependence on net oil imports