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Tag Archives: equity market
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
Posted in China, Economy, Interview
Tagged bubble, central bank, China, consumption, currency, dollar, Economy, equity market, financial crisis, geopolitics, inflation, manufacturing, Michael Pettis, monetary policy, politics, property bubble, trade, US, yuan
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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
Posted in China, Economy, India
Tagged Anthony Bolton, bubble, China, consumption, Economy, equity market, Fidelity, financial crisis, India, mutual funds, property bubble, US
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