Chi Lo

Recent articles by Chi Lo

View Point

Are the US and UK heading towards debt crises?

The answer is: not likely, as long as there is no premature monetary tightening. The reason is that the debt services burdens in both the US and the UK are still low.

15 October 2009

Weak dollar is good for Greater China markets

A lack of reserve currency alternatives means there won't be a dollar crisis, but the greenback could stay weak throughout 2010 creating profitable trading opportunities.

25 June 2009

View Point

How US quantitative easing is impacting China

The Fed's quantitative easing policy sets the stage for liquidity expansion and monetary easing in China, but will also result in lower returns on China's investments in US ...

23 April 2009

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Quantitative easing, inflation and the US dollar

While the Fed has embarked on an aggressive “quantitative easing” policy, it is not yet printing money and the policy will not lead to inflation in the next two years.

5 January 2009

View Point

The subprime crisis isn't a black swan

The current crisis has more than a few similarities with the Asian financial crisis when it comes to causes and symptoms, and just like 10 years ago in Asia, the post-bubble ...

15 October 2008

View Point

Olympic effects on growth and policy are negligible

Other concerns such as declining corporate profits, the collapse of A-share prices, a property bubble and unclear macroeconomic policies are valid, but should not be exaggerated.

13 August 2008

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How big is China’s inflation problem?

With China’s economic growth rate set to drop and the central bank sticking to its anti-inflation policy stance, inflation is unlikely to get out of hand. But expect rate hikes ...

24 June 2008

View Point

A-share correction: How much more to go?

Given that the fundamentals of listed Chinese companies are good, the long-term signs for the A-share market are also good.

14 April 2008

View Point

What if inflation in China hits 8%?

Conflicting forces affecting inflation and growth will result in volatility and downside risks for Chinese stocks.

5 March 2008

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The biggest risk to global markets

The US government's fiscal stimulus package is unlikely to work, which means it is up to the Fed to stablise the US economy - and the financial markets.

12 February 2008

View Point

China's exposure to subprime crisis limited, says economist

China's direct exposure to the US subprime crisis is limited, argues Chi Lo, head of Ping An Asset Management, but exports will suffer.

18 September 2007

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Unconventional wisdom: China’s deflation risk

The view that China is exporting inflation is wrong. On the contrary, China is facing a deflation risk.

14 August 2007

View Point

Bond bear awakening

How much further will bond yields rise? Ping An's head of research, Chi Lo, investigates US and China scenarios.

20 June 2007

View Point

Is China's property market overvalued?

Beijing's recent clampdown on the property market is designed to curb speculation in certain cities only.

5 October 2006

View Point

The Rise of Chinese Consumerism

Consumption, urbanisation and financial liberalisation are emerging themes for China investment. And investors have much to look out for, both in terms of risks and opportunities.

13 April 2006

View Point

China's banking reform - what you see and what you don't

Economic strategist explains why Beijing must continue being bold in its reform of the banking sector.

3 February 2006

View Point

Protect-yuan-ism

Independent economist explains why Beijing''s recent yuan revaluation will not halt trade protectionism.

24 October 2005

View Point

Unconventional wisdom for Japan's outlook

Economic strategist argues that Japan''s declining population will not impact the economy as early as many have been predicting.

26 July 2005

View Point

Fallacies behind RMB speculation

China will move on currency reform at her own pace. Rampant speculation on RMB revaluation will only increase Beijing''s policy inertia.

6 December 2004

View Point

China's economic reform myth

Reform inertia stems from a Marxist mindset.

27 April 2004

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