Andrew Hunt is CEO of Hunt Economics and former adviser to Dresdner Asset Management in Asia. Ben Ashby is a former managing director in JPMorgan's Chief Investment Office.
Concerns behind Xi Jinping's Davos speech are becoming clearer

A bank clerk counts dollar banknotes next to stack of 100 yuan notes at a bank outlet in Haian: China faces some difficult choices because it does not have true monetary independence. © Chinatopix/AP
Andrew Hunt is CEO of Hunt Economics and former adviser to Dresdner Asset Management in Asia. Ben Ashby is a former managing director in JPMorgan's Chief Investment Office.