Tag Archives: dollar

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

(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’

(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

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

(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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There’s a much greater chance reforms will accelerate in India: Stephen Roach

(This interview with Dr Stephen Roach – in which he shared his perspective on the Indian, US and Chinese economies – was published in DNA edition dated June 29, 2010.)   In the three years since Dr Stephen Roach, inarguably … Continue reading

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