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.

Sit back and enjoy the Kabuki trade show

By J Saft
September 15, 2009

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

Financial markets have plenty to be worried about but their latest concern — a trade war between the United States and China — should not be on the list.

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?

Undercounting deaths in Iraq, Afghanistan

By Bernd Debusmann
September 10, 2009

Bernd Debusmann- Bernd Debusmann is a Reuters columnist. The opinions expressed are his own -

By most counts, the death toll of U.S. soldiers in America’s wars in Iraq and Afghanistan stood at 5,157 in the second week of September. Add at least 1,360 private contractors working for the U.S. and the number tops 6,500.

Here lies the Great American Consumer

By J Saft
September 10, 2009

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

Rest in peace, Great American Consumer. We will not see your like again.

“Cash-for-clunkers” aside, consumers seem bent on actually paying back debt rather than racking it up, a change that if sustained, as it is likely to be, will dampen economic growth not for months but for years, and not just in the U.S.

Energy realism and a green recovery

September 9, 2009

jay-pryor– Jay R. Pryor is vice president of business development for Chevron. The views expressed are his own. —

Worry about bank capital, not bonuses

By J Saft
September 8, 2009

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

The effort to rein in banking bonuses, outrageous as they may be, is akin to banning glue sniffing because you are worried about the effects of intoxication.

China finds tricky export niche amid global slump

By Wei Gu
September 4, 2009

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

As exports of manufactured goods slow, China has found a new niche — exporting its construction boom.

Investors stuck in a private equity annex

September 4, 2009

wwwreuterscom– Neil Unmack is a Reuters columnist. The views expressed are his own —

It’s a sign of how bad things are in the private equity industry that some buyout funds are asking their investors for additional capital to prop up ailing portfolio companies.

Sun software is the tail wagging the dog

By Eric Auchard
September 3, 2009

Eric Auchard– Eric Auchard is a Reuters columnist. The opinions expressed are his own —

When Oracle agreed to buy Sun Microsystems for $7.4 billion in April, the headlines made much of the software maker’s decision to enter the computer business 30 years late. At less than 10 per cent of sales, Sun’s software business seemed an afterthought.