Monthly Archives: November 2010

WikiLeaks, China – and a $10,000 ‘payment’

As a journalist who writes on China (among other countries), I often find myself curiously conflicted. For anything that one can state with compelling persuasiveness about China, exactly the opposite statement might also hold true. Finding the right nuance about … Continue reading

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‘China can’t win a trade war; it will be massacred’

(This interview with economist and fund manager Richard Duncan, on the prospects of a trade war, and its implications, was published in DNA edition dated November 29, 2010.) Venky Vembu In his first book, The Dollar Crisis, published in 2005, … Continue reading

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Behind China’s ‘bamboo curtain’ is an amoebic God

(This review of two books on China was published in DNA edition dated November 28, 2010.) Venky Vembu Prince Charles, whose own personality is far from sparkling, once described Chinese leaders as “appalling old waxworks”. The validity of that judgment … Continue reading

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How China ‘punishes’ countries that receive the Dalai Lama

(This interview, with a research scholar who identified a ‘Dalai Lama effect’ on international trade with China, was published in DNA edition dated November 27, 2010.) When jailed Chinese political dissident Liu Xiaobo was awarded this year’s Nobel Peace Prize, … Continue reading

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China’s ‘hot money’ turned on by local Viagra

(This article, about a rush of hot money in China into non-traditional investments, including a traditional Chinese medicine that serves as a sexual aphrodisiac, was published in DNA edition dated November 25, 2010.) Venky Vembu China’s ‘hot money’ speculators, bearing … Continue reading

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Petticoat politics and the drawstrings of the 2G scam

(This column, discussing privacy issues arising from a recent big-money corruption scandal in India, was published in DNA edition dated November 24, 2010.) Venky Vembu Tamil Nadu’s former chief minister and leader of the Dravidian movement C.N. Annadurai once invoked … Continue reading

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We’re in Phase 2 of a multi-year bull market: Anthony Bolton

(This report, incorporating Fidelity’s star fund manager Anthony Bolton’s outlook on global equity markets and the Chinese stock market, was published in DNA edition dated November 23, 2010.) Venky Vembu A year ago, Fidelity’s star fund manager Anthony Bolton was … Continue reading

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‘Stars are aligned, but India must overcome execution risk’

(This interaction with JP Morgan’s chief Asian and emerging market equity strategist Adrian Mowat was published in DNA edition dated November 20, 2010.) Venky Vembu The global credit environment is very propitious for economies like India, which run a current account … Continue reading

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5 reasons why Obama’s visit was a colossal flop

(This column, intended entirely in jest, was published in DNA edition dated November 19, 2010.) Venky Vembu Reading media narratives of US President Barack Obama’s visit to India last week leaves me wondering if these commentators and I are on the … Continue reading

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The Power Club

Venky Vembu (This article, which addresses five fundamental questions arising from US President Barack Obama’s announcement of US support for India’s candidacy for permanent membership of the UN Security Council, was published in DNA edition dated November 14, 2010 as … Continue reading

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