Andy Xie

• Riding the dragonVested interests want to maintain China's asset bubble. The consequences will be hard to handle  
• Raise interest rates first, not exchange rateChina's tightening measures will have little effect on the property bubble without credible reforms  
• No room to relaxChina's tightening measures will have little effect on the property bubble without credible reforms  
• A Change Of MindsetJapan's two decades of stagnation teach us that reform, not stimulus, restores financial health  
  
• Dress RehearsalGovernments bailed out the wrong people, setting the stage for another asset bubble  
  
• Drinking poison to quench thirstWhat makes an economy feel good isn't always what's best for it  
• It won't floatRevaluing the yuan now could bring disaster to China, given its unbalanced economy  
  
• Different exiting pathsThe stimulus is ending, but how to avoid inflation  
• Boom and BustDon't be fooled by false signs of economic recovery. It's just the lull before the storm.  
• Here We Go AgainAsset bubbles may begin with a different story, but the punchline is always the same