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  1. China Oil Imports Rise as Teapot Refinery Demand Overwhelms Port

    by , 05-09-2016 at 03:39 PM
    China Oil Imports Rise as Teapot Refinery Demand Overwhelms Port

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    Oil imports by China, the world’s biggest consumer after the U.S., rebounded amid strong buying by independent refiners that have helped push the country’s crude demand to a record and overwhelmed one of the country’s biggest ports with tanker traffic.

    Inbound shipments during April totaled 32.58 million metric tons, data from the Beijing-based General Administration ...
  2. Weekly Outlook: 2016, January 17 - 24 - ECB, BoC, China, Risk Off, USD Decouple

    by , 01-17-2016 at 07:26 AM
    ECB, BoC, China, Risk Off, USD Decouple

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    • "Further tightening of global financial conditions seems therefore inevitable, leaving risk-correlated and commodity currencies vulnerable while supporting safe haven currencies like JPY and EUR."
    • "The GBP decoupling trade has imploded under the weight of Brexit fears and concerns about the USD decoupling trade are starting to mount."
    • "We remain cautious on risk-correlated currencies and think
    ...
    Tags: boc, china, ecb Add / Edit Tags
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  3. Unbundling innovation: Samsung, PCs and China

    by , 07-14-2014 at 09:14 AM
    It seems pretty clear now that the Android OEM world is starting to play out pretty much like the PC world. The industry has become unbundled vertically between components, devices, operating system and application software & services. The components are commoditised and OEMs cannot differentiate on software, so they are entering a race to the bottom of cheaper and cheaper and more and more commoditised products, much like the PC industry.

    The funny thing about this is that ...
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