Andy Xie

• Containing Stagflation RiskMonetary policy is behind-the-curve 
• The Yen will fallWhy the yen bull case is wrong  
• Paper ProsperityThough economic indicators are positive, the world is feeling gloomy  
• Last Call For Lafite?An interest rate hike will spell the end of the Lafite bubble  
• The Era of TurbulenceOld monetary policy tricks have lost their magic in today's increasingly global economy  
• To Hell Through QELowering currency values will do little to cure what's ailing major economies  
• Beyond Being #2While China's tremendous economic growth has been unprecedented, many challenges lie ahead  
• Empty Flats Spell TroubleThe size of China's property bubble can be measured by the number of empty flats  
• The Lafite PuzzleIs the Chinese demand for fine French wine a bubble?  
• Riding the dragonVested interests want to maintain China's asset bubble. The consequences will be hard to handle