Tag Archives: property bubble

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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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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Think Asia is out of the woods? Think again

(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’

(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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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

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‘Stars are aligned, but India must overcome execution risk’

(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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