[謝國忠的最新文章]

笼罩在人民币头上的乌云

Gathering clouds over Rmb
(http://www.caing.com/xieguozhong/index.html)
Andy Xie/Febuary 5, 2010
In his first state of the union address President Obama dramatically altered his policy direction, at l ... [更多]
评论(7) | 阅读(1493) | 标签: 谢国忠, 人民币, 汇率, 中国, 美国 | 2010-02-08

A change of mindset

Japan's two decades of economic stagnation teach us that reform, not stimulus, restores financial health
Andy Xie
Updated on Jan 26, 2010
The biggest policy debate this year is when and how fast to ex ... [更多]
评论(2) | 阅读(1023) | 标签: 谢国忠, 日本, 刺激经济, 金融改革 | 2010-01-26

Stagflation risk

Andy Xie
January 25, 2010
In 2009 China’s foreign exchange reserves rose by 10% of 2008 GDP ($453bn), bank lending by 32% (Yuan 9.6 trillion), and nominal GDP by an estimated 5%. It is clear that the ... [更多]
评论(1) | 阅读(663) | 标签: 谢国忠, 中国经济, 通胀, 资产价格 | 2010-01-25

The exit shadow boxing

The PBoC made its first significant move in tightening. The magnitude of the move was tiny. The increase of half a percent in the deposit reserve ratio wouldn’t significantly impact the lending capa ... [更多]
评论(2) | 阅读(1197) | 标签: 谢国忠, 退市, 美国, 经济 | 2010-01-15

Dress rehearsal

Governments bailed out the wrong people, setting the stage for another asset bubble
Andy Xie
Updated on Dec 29, 2009
The first decade of the 21st century ends with a near death experience. Financial m ... [更多]
评论(5) | 阅读(1299) | 标签: 谢国忠, 美国经济, 全球经济, 资产泡沫 | 2009-12-29

终场舞蹈

The last dance
Andy Xie
December 18, 2009
‘What else can I do? My factories are not making money. I have to put money into property’, an entrepreneur in Ningbo responded to my doubts on his capital ... [更多]
评论(10) | 阅读(2239) | 标签: 谢囯忠, 中国, 经济, 房地產, 现金, 资產 | 2009-12-21

饮鸩止渴

(Drinking poison to quench thirst)
Andy Xie
December 8, 2009
Financial markets didn’t wait for the smoke to clear from the Dubai debt crisis and brought back in no time the happy days of shorting the ... [更多]
评论(0) | 阅读(1911) | 标签: 迪拜, 金融危机, 政府注资 | 2009-12-08

玩火

Playing with fire
Forget China, the US Federal Reserve is the world's biggest currency manipulator
Andy Xie
Updated on Nov 19, 2009
As US President Barack Obama glided through China, a chorus erupted ... [更多]
评论(1) | 阅读(1913) | 标签: 中国, 美国, 美元, 联储局, 谢国忠 | 2009-11-19

东亚共同体可能吗？

Is East Asian Community possible?
Various proposals and suggestions have been floated on an Asian block a la the EU. Free trade agreements (‘FTA’) for bilateral or multi Asian countries have been su ... [更多]
评论(3) | 阅读(1637) | 标签: 东亚共同体, 经济, 美国, 中国, 谢国忠 | 2009-11-10

浮动不了

It won't float
Revaluing the yuan now could bring disaster to China, given its unbalanced economy and bubble obsession
Andy Xie
Updated on Nov 03, 2009
US President Barack Obama's upcoming visit to Ch ... [更多]
评论(1) | 阅读(1678) | 标签: 人民币, 汇率, 中国经济, 泡沫, 谢国忠 | 2009-11-03

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