Tag Archives: currency

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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‘It’s a myth that Made-in-China goods are of poor quality’

Posted on January 1, 2011 by Venky

(This interview about the campaign, by an unlikely candidate, to pitch the made-in-China label as measuring up to international quality standards, was published in DNA edition dated January 1, 2011. It offers an interesting counter-narrative to reports about the poor … Continue reading →

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Stephen Roach takes the ‘baseball bat’ to Paul Krugman

Posted on December 10, 2010 by Venky

(This article was published in DNA edition dated December 10, 2010.) Venky Vembu The intellectual war of words between economists Stephen Roach and Paul Krugman is the stuff of legends. They disagree – vehemently – on the fundamentals underlying the … Continue reading →

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Think Asia is out of the woods? Think again

Posted on December 10, 2010 by Venky

(This article was published in DNA edition dated December 10, 2010.) Venky Vembu Ever since Stephen Roach, arguably one of the world’s most influential economists, moved back to the US in July after “three fantastic years” in Hong Kong as … 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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‘Stars are aligned, but India must overcome execution risk’

Posted on November 20, 2010 by Venky

(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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‘China’s economy is dangerously addicted to cheap money’

Posted on November 8, 2010 by Venky

(This interview, with Prof Patrick Chovanec, who teaches at Tsinghua University’s School of Economics and Management, was published in DNA edition dated November 8, 2010.) Patrick Chovanec straddles several worlds with equal felicity. In 1994, as an aide to the then … Continue reading →

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‘US is close to a Keynesian liquidity trap’

Posted on October 18, 2010 by Venky

(This interview, with CLSA head of economic research Eric Fishwick, was published in DNA edition dated October 18, 2010.) The outlook on the global economy has been clouded over by the stirrings of a currency war, with the rhetoric escalating … Continue reading →

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This gold mania could finally end in tears

Posted on October 13, 2010 by Venky

(This column was published in DNA edition dated October 13, 2010.) Venky Vembu Gold is surging again on the global markets, driving prices in India too above Rs 20,000 for 10 gm and sending bullion bulls into a state of … Continue reading →

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