“Chemical industry is the best indicator of EM outlook”

… “And the outlook is not good”. Explanations on the Financial Times “Beyondbrics” blog:

“This ability to outperform conventional economic models is based on the industry’s long history and wide variety of end-uses.”

 

“Why Was Brazil the Least Competitive within BRICS?”

This post from MarketRealist will certainly ring a bell with industrial exporters, who will agree that: “Brazil’s industrial sector has been sheltered from foreign competition…“.

“Only one BRIC in the wall?”

Pan-Asian perspective From Global Trade Review covering India, China and the next wave of “lower-end manufacturing” countries: Vietnam, Myanmar, the Philippines and Indonesia.

The “last BRIC standing” is India, despite “glacial progress” in infrastructure and red tape reduction, while China’s “trajectory of moderating growth” simply makes it “new normal“.

(image: NY)