The Economy


The future of China’s vertical democracy and tackling the urban-rural divide


The future of China’s vertical democracy and tackling the urban-rural divide

August 2012

Conversation with John Naisbitt, author of Megatrends, on – democracy in China – the distinct difference between Japan and China – China’s individualism


“Basis for finance is helping and assisting another corporation to survive”


“Basis for finance is helping and assisting another corporation to survive”

May 2012

(Part II of III) Conversation with Lee Soon Woo, CEO of Woori Bank, on growing fee-based income while going easy on fragile customers


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


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

December 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”

December 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”

December 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.


Perils of marking to market sovereign risk


Perils of marking to market sovereign risk

October 2011

(Part 1 of 3) Conversation with Thierry Apoteker, global economist, on - Can Europe pull back from the Greek abyss, and what needs to be done to do so.


Perils of marking to market sovereign risk


Perils of marking to market sovereign risk

October 2011

(Part 2 of 3) Conversation with Thierry Apoteker, global economist, on- Why Europe can’t print money like the US, and the other options it has - the historical foundation of currency union - why the Greece debt crisis in entirely manageable.


Perils of marking to market sovereign risk


Perils of marking to market sovereign risk

October 2011

(Part 3 of 3) Conversation with Thierry Apoteker, global economist, on - Seeing the “glass half full” on the US economic problems - why the current crisis is foremost a crisis of confidence — how all this impacts emerging Asia.