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August 2012
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What is Corporate America waiting for?

Interview of former HP CEO Carly Fiorina. This is a nice illustration of how uncertainties hinder business investment.


With household demand severely crippled by the burst of the biggest housing bubble in US history, I don’t see how that demand could be quickly revived. Now it seems that China’s also slowing down, so the profit channel from overseas could also be in question. Oh, dear…

How China sees America?

In the following video, Andrew Nathan talks about his new article (with the same subject title), which is about to appear on the next issue of Foreign Affairs.