Arnab Das, managing director of market research and strategy at Roubini Global Economics, discusses European Central Bank monetary policy and the outlook for the Greek and Chinese economy.
Showing posts with label China. Show all posts
Showing posts with label China. Show all posts
Thursday, November 15, 2012
Bloomberg Voyager: Finding the Spirit of Shanghai
In the first episode of Bloomberg Television's "Voyager" Rishaad Salamat explores Shanghai. With him is Ben Wood, an architect, Bin Lin, president of Xiaomi Corporation, and Robert Theleen, chairman of Chinavest.
Tuesday, July 17, 2012
Friday, July 13, 2012
Gordon Chang: China Could See Zero Growth
Noted China bear Gordon Chang, Author of "The Coming Collapse of China" argues that contrary to government data, China's economy is slower much faster than expected.
Wednesday, July 11, 2012
Andy Xie: Australia Could Become the Next Spain
Andy Xie, Independent Economist says Australia could be the next Spain if its property bubble bursts. He thinks high foreign net debt and Australia's dependence on China could tip the country into recession.
Saturday, June 23, 2012
China's Mutual Fund Market to Hit $1 Trillion by 2015
"China is a relatively small mutual fund market right now, 350 billion in some context sounds big but it is smaller than Australia for example. It is very much an underpenetrated market, and we have these regulatory changes coming," David Russell, head of securities and fund services for Citi Asia Pacific, told CNBC.
Monday, June 11, 2012
Wednesday, June 6, 2012
Hard Landing in China?
Scott Redler, Chief Strategic Officer, T3live.com says signs are pointing to a hard landing in China, but the nation is not the biggest worry of investors at the moment. All eyes are on Europe and what happens there over the next few months.
Saturday, May 26, 2012
Chinese Economy on the Brink?
A very entertaining discussion on whether China's economy is on the brink of collapse, with two China bears: Gordon Chang, Forbes columnist, and Peter Navarro, UC-Irvine business professor. I've attended a presentation with Navarro in the past and he doesn't mince his words, to say the least.
Monday, May 14, 2012
Michael Pettis discusses China's role in the global economy
Pettis is a China expert.
- The trajectory and sustainability of growth in China, including analysis of trade flows, commodity costs, and domestic consumption capacity
- The growth of bad debt in China: How to resolve it, how China compares with other indebted nations, and why China will be the last major economy to emerge from the crisis
- Government reforms needed to support an economic transition, develop the private sector, and promote competition
[Link to Video]
- The trajectory and sustainability of growth in China, including analysis of trade flows, commodity costs, and domestic consumption capacity
- The growth of bad debt in China: How to resolve it, how China compares with other indebted nations, and why China will be the last major economy to emerge from the crisis
- Government reforms needed to support an economic transition, develop the private sector, and promote competition
[Link to Video]
Monday, April 16, 2012
Expect the Yuan to Be Fully Convertible in Five Years
Giles Chance, author of China Credit Crisis: The Emergence of a New World Order: "CIC have been trying to invest in Europe for some time but it is only now in the last few months that the Europeans have been prepared to accept Chinese investment."
Wednesday, April 11, 2012
Gordon Chang: China Inflation Is Under-Reported
Gordon Chang, Author, "The Coming Collapse of China" says China's rate of inflation has come down very quickly in the last 3-4 months, which he believes shows a deterioration of the economy.
Monday, April 9, 2012
Friday, March 23, 2012
Thursday, March 1, 2012
Sustaining China's Economic Growth after the Global Financial Crisis
Nicholas Lardy presents the findings of his new book, Sustaining China's Economic Growth after the Global Financial Crisis at a Feb 1, 2012 meeting held by the Peterson Institute for International Economics.
Wednesday, February 29, 2012
STRATFOR: George Friedman, Robert Kaplan on China
There is widespread international debate on the extent to which China's naval expansions pose a threat to U.S. dominance of the world's oceans. George Friedman and author and foreign affairs expert Robert Kaplan agree on China's ambition, but have very different views on its geopolitical impact.
Tuesday, February 28, 2012
Peter Kiernan: America at Risk of ‘Becoming China’s Bitch!’
From Peter Kiernan, author of the provocatively-named book, "Becoming China's Bitch":
"Paranoia is appropriate for us in relation to China.What we are facing is nothing less than a test of American independence."
"They have built a replacement [for U.S. spending]; what have we done to replace that lending capability? Codependent relationships rarely last forever and they don't end pretty."
"Paranoia is appropriate for us in relation to China.What we are facing is nothing less than a test of American independence."
"They have built a replacement [for U.S. spending]; what have we done to replace that lending capability? Codependent relationships rarely last forever and they don't end pretty."
Wednesday, February 8, 2012
Nouriel Roubini and Patrick Chovanec on China
Roubini and Chovanec, professor at Tsinghua University in Beijing, discuss the likelihood of a hard landing in China.
[2:25] – How much of a deceleration?
[4:50] – Which policy route will China take and will they be able to achieve 8% growth?
[8:00] – Will China be able to provide stimulus fast enough?
[10:20] – What will exchange rate policy look like and will we see an increase in trade tension?
[13:50] – A look at the medium term outlook and the leadership transition.
[16:00] - Will they avoid a hard landing?
[18:18] – With instability spreading around the world facilitated by social media, what’s the risk to the system?
[2:25] – How much of a deceleration?
[4:50] – Which policy route will China take and will they be able to achieve 8% growth?
[8:00] – Will China be able to provide stimulus fast enough?
[10:20] – What will exchange rate policy look like and will we see an increase in trade tension?
[13:50] – A look at the medium term outlook and the leadership transition.
[16:00] - Will they avoid a hard landing?
[18:18] – With instability spreading around the world facilitated by social media, what’s the risk to the system?
Wednesday, January 4, 2012
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