Thursday, March 11, 2010

One Eye on China: Dispelling the Bubble Hype

Stephen Roach is the Chairman of Morgan Stanley Asia and IMHO, he is a level mind. His views on the inner dimensions of China cut through the fog and focus on the facts of the conditions and interprets them for us Westerners. Not many of us get to spend very much time in China so that we can grow more knowledgeable of the country, making his observations more valuable. Here is a link to a Bloomberg interview discussing the frequent concerns in headlines about inflation and bubbles in the China economy. Scanner