In the end, we are all products of the roads we travel. In the case of Stephen Roach, it's been the global road. He has criss-crossed the world as Morgan Stanley's first global economist, and most recently his journeys have increasingly led to Asia, at first because of events, but ultimately as a reflection of the allure and intrigue of this incredibly dynamic region for global investors. The global macro call-both for economies and financial markets - became increasingly dependent on Asia . And getting Asia right has become Roach's personal obsession. This book represents more than 50 of Roach's key research papers, not just on Asia, but also how the region fits into the broad global context of the globalization of investing and financial markets around the world.
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Introduction
Ch. 1 A World in Crisis 1
Ch. 2 The Globalization Debate 89
Ch. 3 Chinese Rebalancing 169
Ch. 4 Pan-Asian Challenges 261
Ch. 5 U.S.-China Tensions 327
Afterword 395
Sources 403
About the Author 407
Index 409