Morgan Stanley


“China will continue to grow despite current global economic slowdown”


“China will continue to grow despite current global economic slowdown”

November 2011

(Part 1 of 3) Conversation with Andy Xie, former Chief Asia Economist of Morgan Stanley — China is slowing down — some banks are facing liquidity issues and consolidation is inevitable — Southeast Asia could win back a manufacturing sector previously lost to China.


“China will continue to grow despite current global economic slowdown”


“China will continue to grow despite current global economic slowdown”

November 2011

(Part 2 of 3) Conversation with Andy Xie, former Chief Asia Economist of Morgan Stanley — China will export excess capital through foreign listings on its stock markets — Hong Kong will lose dominance as China’s offshore financial centre — multinationals are still bullish on China, despite market fluctuations.


“China will continue to grow despite current global economic slowdown”


“China will continue to grow despite current global economic slowdown”

November 2011

(Part 3 of 3) Conversation with Andy Xie, former Chief Asia Economist of Morgan Stanley — Inflation should not be an issue in China — what does high speed rail accident say about how business is done in China — drive to get rich quick, and corruption, are key concerns, but it still has a lot of potential.