Tag Archives: bubble

China’s lack of growth drivers is a bigger risk than inflation: Michael Pettis

Posted on January 10, 2011 by Venky

(This interview with Michael Pettis, professor at Peking University’s Guanghua School of Management, a specialist in Chinese financial markets, was published in DNA edition dated January 10, 2011.) China’s headline inflation numbers have had global financial markets bracing for tightening measures … Continue reading →

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

Posted on November 29, 2010 by Venky

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

Posted on November 25, 2010 by Venky

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

Posted on November 23, 2010 by Venky

(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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‘Bigger the boom, bigger the bust: China is no exception to that rule’

Posted on December 28, 2009 by Venky

(This interview with fund manager and economist Richard Duncan, was published in DNA edition dated December 28, 2009.) The US economy is on ‘government life support’, but instead of spending trillions of dollars to prop up its ‘unviable’ economy and … Continue reading →

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Garlic reeks of million$ in China

Posted on December 3, 2009 by Venky

(This report, about a bubble in an unlikely commodity in China, was published in DNA edition dated December 3, 2009.) Venky Vembu Take a few pods of aromatic garlic, add a squeeze on supplies, splash some over-the-top bank lending. And … Continue reading →

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