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Michael Pettis Extended Interview

Tyler Durden's picture




 

Michael Pettis provides an exhaustive overview of his in-depth China views in a three part interview series with FT's Beijing Bureau Chief, Geoff Dyer. Must watch.

Part 1 - On future US-China trade relations.

Part 2 - On the pros and cons of China's growth model

Part 3 - Pettis on where China may diversify forex reserves

link courtesy of Investment Postcards

 

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Tue, 09/22/2009 - 10:42 | 76296 Manfred
Manfred's picture

Along with ZH Pettis is one of my regular blog stops - without doubt 'the' authority on China.

Tue, 09/22/2009 - 10:54 | 76306 Printfaster
Printfaster's picture

Tiger by the tail.

Which is the tiger?

 

Tue, 09/22/2009 - 11:20 | 76340 jwthomps
jwthomps's picture

It is great that you gave Pettis exposure on

Zerohedge.  I have followed him for a while

and believe him to be a good source of

information and analysis.

Tue, 09/22/2009 - 11:48 | 76377 Jerry Welbach
Jerry Welbach's picture

I'm a follower of Mike Pettis as well

Tue, 09/22/2009 - 11:56 | 76384 Green Sharts
Green Sharts's picture

My first exposure to Mr. Pettis.  A very impressive thinker.  ZH, thanks for posting this.

Tue, 09/22/2009 - 13:29 | 76454 ShankyS
ShankyS's picture

Agreed Pettis is very well spoken and I like his line of thought. Could have been a one minute interview. "China is screwed and they can't do anything about it." The end.

Tue, 09/22/2009 - 13:39 | 76464 jswede
jswede's picture

serious knowledge.  thx for the tip.

Tue, 09/22/2009 - 17:09 | 76739 Anonymous
Anonymous's picture

China is not screwed. It'll be a lot easier for China to learn how to consume what it produces than it will be for the US to actually produce what it wants to consume. Wake up...China has a billion people. If China lets the yuan appreciate, America's foreign sweat shop slaves might be able to enjoy the fruits of their labor.

And re: Obama wanting Americans to save. That's laughable as long as interest rates are this low and the dollar continues to tank. People respond to incentives. A negative real return isn't much of an incentive.

Tue, 09/22/2009 - 19:00 | 76829 Anonymous
Anonymous's picture

He's a keynesian fool and his theories are meaningless :-(

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