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Stephen Roach: Why the China story is far from over

Stephen Roach: Why the China story is far from over

Trish Regan, Bloomberg, 4/28/14 *Videos will play about 10 seconds after clicking the play button “I think globalization will diversify offshore production, but China will still be the main driver…

Roach: The new Chinese economy

Roach: The new Chinese economy

CNBC, 4/16/14 “The dynamic is shifting to the sector that is really needs to grow and drive the new Chinese economy, which is services…Services are key because they use more…

Stephen Roach on the US and China’s Unhealthy Codependency

Major Tian, Cheug Kong GSB, 4/9/14 “We’ve had huge gyrations in the global economy. The financial crisis of 2008-09, in my opinion, triggered by the United States, taking its imbalances…

Stephen Roach’s red alert on the global economy

Stephen Roach’s red alert on the global economy

Philip Baker, Financial Review, 4/13/14 “China’s changing, America is not. In a personal relationship, when one partner in a co-dependant relationship goes its own ways, it’s usually nasty for the…

Roach: Chinese savings shift will have ‘enormous consequences for the US’

Katie Holliday, CNBC, 3/19/14 “American needs China to keep growing and buying Treasuries the way it use to do it, not the way it’s going to do it. China’s going to…

Why the U.S. needs to “break up” with China: Stephen Roach

Video first released on 2/14/14 “It started in a very innocent way … a little bit of mutual attraction,” says Stephen Roach “And then it becomes convenient to rely on…

U.S. Consumers in ‘Balance-Sheet Recession’: Roach

U.S. Consumers in ‘Balance-Sheet Recession’: Roach

Video first released on 2/7/14 “Companies hire when they expect demand to grow; you’re going to add people and capacity if you’re optimistic about the future. Demand is being constrained…

The US recovery has years to go: Stephen Roach

The US recovery has years to go: Stephen Roach

Stephen Roach, Project Syndicate, 1/27/14 Financial markets and the so-called Davos consensus are in broad agreement that something close to a classic cyclical revival may finally be at hand for…