Andy Xie

• A Change Of MindsetJapan's two decades of stagnation teach us that reform, not stimulus, restores financial health  
  
• Dress RehearsalGovernments bailed out the wrong people, setting the stage for another asset bubble  
  
• Drinking poison to quench thirstWhat makes an economy feel good isn't always what's best for it  
• It won't floatRevaluing the yuan now could bring disaster to China, given its unbalanced economy  
  
• Different exiting pathsThe stimulus is ending, but how to avoid inflation  
• Boom and BustDon't be fooled by false signs of economic recovery. It's just the lull before the storm.  
• Here We Go AgainAsset bubbles may begin with a different story, but the punchline is always the same  
• Dark side of the lending boomThe stimulus plan may just be fueling speculation  
  
• Taming the BeastThe US could benefit from inflation as long as it doesn’t push the government into default  
  
• Panda-nomicsInvestors hoping for a return of the bubble years shouldn't be foolded by China's rapid loan growth