Tag Archives: yuan

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 →

Posted in China, Economy, Interview | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

‘It’s a myth that Made-in-China goods are of poor quality’

Posted on January 1, 2011 by Venky

(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 →

Posted in China, Interview | Tagged , , , , , , , , | 5 Comments

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 →

Posted in China, Economy | Tagged , , , , , , , , , , , , , , , , | 1 Comment

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 →

Posted in China, Economy | Tagged , , , , , , , , , | Leave a comment

‘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 →

Posted in China, Economy, India, Interview | Tagged , , , , , , , , , , , , , , , , , , , , , | 2 Comments

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

Posted on November 8, 2010 by Venky

(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 →

Posted in China, Economy, Geopolitics, Interview | Tagged , , , , , , , , , | 5 Comments

‘Bashing China and going to currency war is wrong and risky’

Posted on October 11, 2010 by Venky

Interview with Edward Harrison, founder of Credit Writedowns This interview was published in the October 11 edition of DNA As a former diplomat who served the US State Department, Edward Harrison can speak six languages. But as a former strategy and … Continue reading →

Posted in China, Economy, Interview | Tagged , , , , | 2 Comments

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

Posted on June 29, 2010 by Venky

(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 →

Posted in China, Economy, India, Interview | Tagged , , , , , , , | 6 Comments

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 →

Posted in China, Economy, India, Interview | Tagged , , , , , , , , , , | 4 Comments

Where have all the ‘dollar bears’ gone?

Posted on May 26, 2010 by Venky

(This column was published in DNA edition dated May 26, 2010.) Venky Vembu Seven months ago, I received a rather interesting real estate proposition: a reader wrote in with an offer to sell me “a bridge in Brooklyn”. And, being … Continue reading →

Posted in China, Columns, Economy, Geopolitics | Tagged , , , , , | 1 Comment