Andy Xie
Andy Xie
Andy Xieis an independent economist based in Shanghai, and the former Morgan Stanley star chief Asia-Pacific economist famous for his contrarian and provocative views. He left Morgan Stanley abruptly in October 2006 when an internal email that he penned was leaked. He derided Singapore as a money laundering centre for Indonesia, and the ASEAN group of nations as a failure...
bush economic government high moves oil prices threaten
In particular, if another Bush government moves on to Iran, then oil prices would go very high and really threaten China's economic development.
building containing government learning market officials trust
Government officials are still learning to trust the market mechanism. They are containing inflation, but you're building up more and more distortions in the economy.
growth
If growth in the U.S. slows significantly, all of Asia's exporters will feel it.
boom borrowed chinese due economy excess five growth last rapid slow
The Chinese economy has started to slow due to excess capacity. The rapid investment-led boom of the last five years has borrowed growth from the future.
believe demand dependent evidence financial oil prices profits sector strong trading
The financial sector may have become dependent on the trading profits from oil. As evidence accumulates over weakening demand and strong supply, I believe oil prices could collapse,
contain financial india interest raise rates
India and Korea, in particular, should raise interest rates to contain financial speculation.
help sort stop
In the end, this sort of protectionism doesn't help you. You never stop this sort of thing.