The reporting from Asia on Friday suggested limits to the CIC’s interest in Morgan Stanley. Restrictions on the ability of foreign banks to participate in the “TARP” (the current acronym for the b…

Xie to the market (and to the US): Take your 2% and stop telling China to revalue! Here is the difference between Xie and me, put simply. Xie thinks the US is trying to get China to "artificially"…

Andy Revkin of the Times and I had a short chat about Keystone XL this morning. We discuss economics, climate, and politics. Here’s the video: http://youtu.be/8eB3FnIplHU

Steve Johnson’s market insight column in Thursday’s Financial Times keys off Morgan Stanley’s currency strategist Stephen Jen’s argument that "As long as Asia insists on staying inside this dollar ar…

Xie argues that Chinese prices won’t converge to US levels; rather US prices are likely to need to fall to Chinese levels.When a small economy like South Korea begins to develop, it is quite reasonab…