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India Won’t Be Riding to the Rescue Any Time Soon
My friend Michael Zakkour of Technomic Asia emailed me a story this weekend quoting Morgan Stanley and their quite bearish sentiment about the short-term future for the Indian economy. The piece leads...
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India as Fatuation versus Fact
Morgan Stanley’s EOY 2011 note on India says it all “Why China is Riskier than China.” Ouch. Given trend reversals in China’s economic and political reforms over the past eighteen months, the growing...
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Executing Joint Ventures for Healthcare Companies in China
Re-Posted from my column today at AsiaHealthcareBlog.com: Running in concert with this week’s JP Morgan Healthcare Conference is the OneMed China Forum III. You can find previous coverage of the 2012...
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