Tag Archives: US

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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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’s might versus the power of an empty chair

Posted on December 8, 2010 by Venky

(This column was published in DNA edition dated December 8, 2010.) Venky Vembu At the ceremony in Oslo last year to award the Nobel Peace Prize to US President Barack Obama, China was given a platform to showcase an element … Continue reading →

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WikiLeaks proves the world isn’t run by robots

Posted on December 3, 2010 by Venky

(This column was published in DNA edition dated December 3, 2010.) Venky Vembu A couple of months ago, Sha Zukang, one of China’s top UN diplomats, made sensational news when, in a fit of alcohol-induced garrulousness, he told his boss … 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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‘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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5 reasons why Obama’s visit was a colossal flop

Posted on November 19, 2010 by Venky

(This column, intended entirely in jest, was published in DNA edition dated November 19, 2010.) Venky Vembu Reading media narratives of US President Barack Obama’s visit to India last week leaves me wondering if these commentators and I are on the … Continue reading →

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