Taiwan-China relations will be peaceful for a long time to come,

About two-thirds of the country’s earnings are obtained from government investment and exports, which won’t reach the common people.

Over the next two decades, one of the two deltas will become the pre-eminent leader in China’s economy, … The YRD has the advantage in geography.

They’ll remain empty for years.

China competitiveness is generating a positive sum game in the region for now.

China’s education system is a no man’s land. Schools have too much autonomy, they receive government funding, but they are not monitored.

There’s no question that oil is the strongest headwind for growth now. This is a very delicate moment, no doubt about it.

Chinese tourism was the factor that kept Hong Kong from recession,

It’s slowed less quickly than expected because local governments have been able to push through a lot of projects.

In the 1990s, the state banks shoveled those deposits to inefficient state companies. The end result was a large number of nonperforming loans.

The two city economies became rich by being the gateways to the rest of the world for their large neighbors. However, globalization has allowed their neighbors to bypass them and access the global stage directly....

If growth in the U.S. slows significantly, all of Asia’s exporters will feel it.

What the market is telling the Tiger economies is that they have too much capital in their tradeable sector relative to their competitiveness.

This is the first step by China to limit commodity prices. We believe China will likely develop a comprehensive strategy to deal with commodity prices.

This should not be surprising after the exceptionally strong growth of the past three years, following China’s entry into the WTO,

I experienced the effect firsthand on my return flight from London to Hong Kong last weekend, … There were three passengers in my cabin — a 10 percent occupancy rate at best. Hong Kong’s restaurants...

Overseas Chinese control, by my estimate, $2 trillion of liquid assets that can be mobilized instantly to punt on anything from European football games to Shanghai property. This source of money is both the boon...

I believe that the current dollar adjustment is cyclical.

China is a developing country that saves too much, and the United States is a developed country that spends too much. The result is a big trade gap. Does something have to give? Yes. But...

This is an extremely positive step. It’s going to significantly boost trading volumes and liquidity, and it will encourage investors to arbitrage in the markets, which will lead to much greater efficiency.

[Even developed, energy-efficient economies like Japan and South Korea are feeling oil’s bite. Growth in Korea is likely to be at least 20% below what the Ministry of Finance and Economy was targeting at the...

Growth rates could decelerate by another 1 percentage point due to further rises in oil prices.

The policy is still very defensive. The government doesn’t know what’s going to replace the economic activity that is being moved to China.

The reason why the economy has grown at this pace is because of the banks’ lending terms. If they don’t want to economy to grow so much, they need to tighten their lending terms.

Either you have a big adjustment like a 20 percent or 30 percent decline, or you have a big recession or you have a slow decline in property prices or several years of no growth.

In particular, if another Bush government moves on to Iran, then oil prices would go very high and really threaten China’s economic development.

China’s investment demand is based on excessive optimism about the future. India depends on capital inflow to fund its consumption-led growth, like a poorer version of the U.S.

In the end, this sort of protectionism doesn’t help you. You never stop this sort of thing.

The government’s riding a tiger and they are scared of getting off.

India and Korea, in particular, should raise interest rates to contain financial speculation.

The Chinese economy has started to slow due to excess capacity. The rapid investment-led boom of the last five years has borrowed growth from the future.

When two countries agree to work together, there’s no need to pin down details at the highest level. It’s different between China and the United States… because it’s difficult for these two countries to work...

The financial sector may have become dependent on the trading profits from oil. As evidence accumulates over weakening demand and strong supply, I believe oil prices could collapse,

This is a bubble, plain and simple. Every bubble has a theory about itself and every bubble bursts. There’s never been an exception.

What we need to see are concrete measures aimed at getting the bureaucracy to pursue this objective, otherwise all this will be just more rhetoric.

Government officials are still learning to trust the market mechanism. They are containing inflation, but you’re building up more and more distortions in the economy.

If the CNY revaluation story loses steam, Hong Kong’s interest rate could rise by over 100 bps soon.

The answer, I believe, is that there are too many oil traders engaging in oil price speculation. They will likely keep prices up until an oil market collapse. That day is not too far away,...

There will be more coming. There will be measures on land supply, since that’s very vital to this tightening.

It’s the same old story. There is not much of a difference from last year.

If only the world remains wedded to free trade, there seems to be nothing to prevent China’s export juggernaut from continuing to rumble on.

These countries are still pro-growth. But without investment to increase capacity and keep inflation down, you cannot keep growth going.

There was a delicate balance in consumer confidence. It’s tipped over.

They need consolidation. If they can’t raise prices, they will die.

I think that the soft or hard landing debate is misleading. Financial markets usually have hard landings regardless of how an economy lands.

The opening of Disneyland this year could prolong the boom for another two years.

Korea’s consumption growth is currently very much dependent on sentiment and unanticipated wealth gains, leading to concerns about the sustainability of consumption recovery.

We’re going down to the bottom. No one knows where that is.

Then there would be competition for capital. Investors couldn’t rely on companies for short-term gains.

probably the most appropriate currency policy for China.