Episode 1144: Think Tank: Why stock markets soar yet chemicals slump
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Stock markets around the world are surpassing previous highs while the chemical industry continues to be bogged down by low demand, poor profitability and rising overcapacity. - Chemicals supply/demand imbalance will persist even if economy picks up- China, Middle East will continue to add capacity- China chemicals demand growth could be low or even negative- Stock markets dominated by technology companies- Valuations bloated by past era of cheap borrowing- Stock market bubble could burst - More trade barriers likely to protect European industry- Demographics will continue to drag on GDP growth