The Great Debate UK

from The Great Debate:

China can outgrow overcapacity, at least for now

December 2, 2009

WeiGucrop.jpg-- Wei Gu is a Reuters columnist. The opinions expressed are her own --

China watchers are worried that excessive lending leads to massive overcapacity. However, the risk of Beijing pressing too hard on the brake is even greater. At least for now, China should be able to growing its way out of its bad debt problems.

from The Great Debate:

A rally that is both rational and crazy

November 10, 2009

(Jjamessaft1ames Saft is a Reuters columnist. The opinions expressed are his own)

Stocks and other risky assets are rallying around the world this week because the Group of 20 nations said on the weekend they would keep the economic stimulus flowing, a state of events which illustrates where we are and what a very strange place it is.

from The Great Debate:

UK takes right step on too-big banks

November 3, 2009

jamessaft1.jpg(James Saft is a Reuters columnist. The opinions expressed are his own)

So it can be done after all.

Britain is poised to take tough steps to break up the large banks it rescued, setting it in stark contrast to the United States, which seems set on a policy of shoring up the unfair advantages it grants its too-big-to-fail banks while regulating around the edges.

from The Great Debate:

The death of the “punchbowl” metaphor

By J Saft
October 29, 2009

jamessaft1.jpg (James Saft is a Reuters columnist. The opinions expressed are his own)

Don't expect the year-long rally in risky assets to be undermined any time soon by the Federal Reserve becoming concerned about inflation.

from The Great Debate:

Winning the copyright battle in China

October 28, 2009

WeiGucrop.jpg-- Wei Gu is a Reuters columnist. The opinions expressed are her own --

When it comes to protecting intellectual property in China, the United States often feels that its pleas are falling on deaf ears. Its best hope is that China recognizes that copyright protection is in its own interests. To achieve that, Washington needs to push for changes from within.

from The Great Debate:

Time for a shareholder revolt

By J Saft
October 27, 2009

jamessaft1(James Saft is a Reuters columnist. The opinions expressed are his own)

There are encouraging signs that shareholders are becoming more assertive in defending their interests.

from The Great Debate:

An unhealthy privilege

By J Saft
September 29, 2009

jamessaft1--James Saft is a Reuters columnist. The opinions expressed are his own.--

When the U.S. dollar ultimately loses its status as the world's premier reserve currency it will be painful for all involved, almost certainly disorganized, and very possibly a very good thing.

from The Great Debate:

Global imbalances: out with a bang?

September 22, 2009

jamessaft1.jpg(James Saft is a Reuters columnist. The opinions expressed are his own)

The simplest way to end the imbalances in the world's economy is also sadly perhaps the most likely: for the Chinese to stop buying U.S. debt.

from The Great Debate:

China’s coming magnificent bubble

September 17, 2009

jamessaft1.jpg--James Saft is a Reuters columnist. The opinions expressed are his own--

If and when China makes its currency convertible and opens its financial system the stage will be set for a bubble that should make the dotcom and housing booms look tame.

from The Great Debate:

Ex-Google China chief’s dream factory

By Wei Gu
September 11, 2009

wei-gu.jpg-- Wei Gu is a Reuters columnist. The opinions expressed are her own --

Google's former China head Kai-Fu Lee wants to create China's next internet giant in a factory. He believes that by combining the smartest entrepreneurs, the shrewdest businesspeople and the brightest business ideas, he will be able to create five highly sellable companies a year. That sounds like an ideal model for venture capital, but is he being realistic?