Tag Archives: financial crisis

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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‘Zombie ideas that caused the near-meltdown of financial markets are still driving policy’

Posted on January 3, 2011 by Venky

(This interview, with John Quiggin, professor of economics at the University of Queensland in St Lucia and author of Zombie Economics: How Dead Ideas Still Walk Among Us, was published in DNA edition dated January 3, 2011.) The arresting cover … Continue reading →

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Wen a neighbour comes calling…

Posted on December 12, 2010 by Venky

(This article, a curtain-raiser to Chinese Premier Wen Jiabao’s upcoming visit to India, was published in DNA edition dated December 12, 2010.) Venky Vembu A chill wind is blowing across Beijing, but it isn’t just a momentary meteorological effect that … 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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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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This is a very dangerous time for China: Jim Walker

Posted on June 22, 2010 by Venky

(This interview with the legendary Dr Jim Walker, founder of Asianomics, was published in DNA edition dated June 22, 1010.) If economists were stellar constellations, Jim Walker would be Ursa Major. The grizzly former CLSA economist and founder of Asianomics, … Continue reading →

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‘The opportunity in India is too extraordinary’

Posted on June 8, 2009 by Venky

(This interview, with Edward Pulling, managing director for the Pacific Regional Group of JF Asset Management, was published in DNA edition dated June 8, 2009.) Even for someone who has, by his own admission, been optimistic about India for the … Continue reading →

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Unhappy China, paranoid China

Posted on March 26, 2009 by Venky

(This column, about two books that show up a worrisome belligerence in the outlook of a section of Chinese society, was published in DNA edition dated March 26, 2009.) Venky Vembu If you can tell the mood of a nation … Continue reading →

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