Andy Xie's China Outlook

Dec. 2.09 | About: CDC Corp. (CDCAQ)

In this post, Andy Xie, highly regarded analyst based in Hong Kong and a former Morgan Stanley chief Asian economist, sits with Geoff Dryer of the Financial Times to discuss a number of China-related issues. I missed this interview when it first appeared a few weeks’ ago, but here it is.

Part 1: on China’s economic outlook
Xie discusses China’s stunning economic growth, its large trade surplus and the risk of inflation.

Part 2: On China - a bursting bubble?
Xie plays down fears about the effect of a stock market downturn on China’s economy, but worries about China’s booming property market.

Part 3: On China’s view of the US subprime crisis
Xie criticises the way the US is dealing with the subprime mortgage crisis and the subsequent credit squeeze.

Source: Geoff Deyer, Financial Times (via YouTube here, here and here), September 23, 2009 (hat tip: The Big Picture).