[ZT]摩根士丹利亚太区经济学家谢国忠辞职
Wednesday, 4. October 2006, 14:30:27
摩根士丹利(Morgan Stanley)亚太区经济学家谢国忠(Andy Xie)已辞职，此前，他已在该公司供职9年。
摩根士丹利的发言人Po-ling Cheung称，谢国忠是上周辞职的，上周五是他在该公司的最后一个工作日。她还表示，谢国忠是因个人原因辞职的。
谢国忠1997年加入摩根士丹利，此前他曾在新加坡的麦格理银行(Macquarie Bank Ltd.)企业财务部工作了两年。他还在世界银行(World Bank)工作过5年的时间。谢国忠拥有麻省理工学院(Massachusetts Institute of Technology)经济学博士学位。
Morgan Stanley’s vocal star analyst suddenly resigns. An email he wrote about Singapore may explain why.
The market was shocked on Friday when Morgan Stanley announced that its Asia economist, Andy Xie, had resigned. The announcement was brief and mysterious, giving no explanation of why he was going or where he was going. With Morgan Stanley’s bonus period only two months away,
it looked like a very strange time for the Shanghai-born Xie to leave the firm.
The Hong Kong rumour mill quickly began speculating as to why Xie had left. Attentions have focused on an email that Xie penned on September 18. Many copies of the email – which was about Singapore – have since been passed around by the region’s fund management and banking community.
The subject line of Xie’s email was ‘Observations on the IMF/ World Bank conference’. That event was hosted in Singapore, and the email was written just after the conference finished. The email consisted of nine paragraphs but it is the third and fourth that have attracted most attention.
“I tried to find out why Singapore was chosen to host the conference,” wrote Xie. “Nobody knew. Some said that probably no one else wanted it. Some guessed that Singapore did a good selling job. I thought that it was a strange choice because Singapore was so far from any action or the hot topic of China and India. Mumbai or Shanghai would have been a lot more
appropriate. ASEAN has been a failure. Its GDP in nominal dollar terms has not changed for 10 years. Singapore’s per capita income has not changed either at $25,000. China’s GDP in dollar terms has tripled during the same period.”
Xie then continued that he thought some “were competing with each other to praise Singapore as the success story of globalisation. Actually, Singapore’s success came mainly from being the money laundering centre for corrupt Indonesian businessmen and government officials. Indonesia has no money. So Singapore isn’t doing well. To sustain its economy, Singapore is
building casinos to attract corrupt money from China.”
These remarks were made in an email that Xie intended to be circulated internally within Morgan Stanley. But it got leaked, and was soon making its way around the region. This proved to be a highly embarassing situation for Morgan Stanley. Singapore is one of the US firm’s key investment banking markets in Asia.
Commenting on Xie’s departure a spokesperson for Morgan Stanley says: “We do not comment on personnel issues. We do not elaborate on the reasons of our employees’ departure.”But on the subject of the email, the spokesperson adds: “This is an internal email based on personal suppositions and aimed at stimulating internal debate amongst a small group of intended recipients. The email expresses the views of one individual and does not in any way represent the views of the firm. Morgan Stanley has been a very strong supporter of Singapore and has a great deal of respect for Singapore’s achievements.”
Xie joined Morgan Stanley in 1997 and was a managing director. He regularly ranked highly in investor polls as one of the region’s most popular economists, thanks in large part to his direct style and forthright opinions. The 46-year-old, who has a doctorate from MIT,previously worked at the World Bank and Macquarie Bank.
首先我对老谢的情况深表同情。
尚若楼下 Curryfish 兄说的 email 是事实，这可是一个极好的政治案例，对大家今后的发展都是一种借鉴。
老谢说的虽然有点偏激，但都是大家知道的大实话。问题是这种事实是不能说的东西，一说就是Political Incorrect。作为小人物说了也没人跟你较真，作为公共人物或代表某个大公司的人，那你就有麻烦了。只是嘴上说说，还不至于丢了饭碗，最大的错误是他把它写到白纸黑字上去了，变成了有据可查的了，只要有媒体给你捅一下，不光你本人，就是你的公司也怕 public image being damaged。那时候，谁也保不了你。
老谢栽在这件事上不应该，肯定是哪位内部的同仁想搞他或想挤掉他才走这种下策，故意把他致命的email 转到外面去了。老谢一直被Morgan Stanley看好，也被他的老板 Steve Roach 赏识。有段时间 Morgan Stanley 用老谢来作广告，登在Business Week 等重要媒体上，你可以看出这一点来。
老谢是大陆出去的少数几个成名的经济学家，而且升得很快，辞职前是Managing Director, 是Morgan Stanley 在亚洲的首席经济学家（国内的煤体总喜欢把前面的形容词漏掉）。他是大陆留学生中在Wall Street 里做的最成功的几个人之一。别老听国内的煤体胡吹那些被派到中国去的那些人，这些人才被委以重任并不是他们有多大能耐，而是因为Wall Street firms 要做中国的生意，才给他们这么大的头衔。而老谢不是这种情况，他那怕在纽约总部工作，也会有Managing Director 的头衔的。
我为老谢可惜，Wall Street is a dead end to him。尚若我是他的话，有两条路可走： 或者去Hedge Fund捞实惠，或者回国发展名利双收。
多家海外银行正在本地展开挖角战，除了要在新加坡增聘人手外，也在从各领域寻找专才，包括兼通双语的财经从业员，以把握正在快速增长的亚太区市场尤其是中国所呈现的商机。
这些银行包括瑞银(UBS)、德意志银行(Deutsche Bank)、摩根士丹利(Morgan Stanley)及巴克莱资本（Barclays Capital）等等。
以德意志银行为例，自今年以来，这家德国企业在本地聘请的人手已增加约10%，目前在我国有超过1600名职员。新加坡也是该银行各种业务如环球市场、资产管理、私人财富管理等的区域总部。
德意志银行的发言人受访时说，随着该银行将在明年年初搬迁至莱佛士码头一号的新址，德意志银行将继续增强在本地的业务。
另一方面，市场人士指出，本地银行界近来频频出现挖角现象，这些人员多数在私人财富管理及私人银行(private banking)部门服务。
据一名业内人士说，被挖角的私人银行家因为拥有广泛的联络网络，而且具有一定程度的财经知识，因此受到海外银行的青睐，尤其是那些精通双语甚至是多种方言的人才更为“吃香”，因为一般认为，流入新加坡的中国私人资金及财富有增长的趋势，而且非常具有发展潜能。
懂得华语者优先
不过，也有猎头公司表示，新加坡银行界比较缺乏有双语能力的财经专才，对中国也比较陌生，因此猎头公司也开始扩大“雷达扫描”范围，从本地其他商业领域寻找这方面的专才，甚至是在香港展开增聘人手的工作。
猎头服务公司杰引集团（The GMP Group）旗下的执行董事陈国威在接受本报访问时说：“要争取中国的大客户，双语能力是关键，这些私人银行关系经理首先必须懂得讲华语，再来是对各种财经工具有一定的认识，并对数据有一定的掌握能力，此外，他们也要擅于交际，并且对市场动向及趋势有充分了解。”
陈国威表示，由于需求强劲，杰引也一直在积极寻找合适的专才，以填补银行界的私人银行及财富管理的职位空缺。
陈国威也透露，一名刚出道的私人银行家的基本年薪可从8万元起，较资深的则可赚取约15万元至18万元，这还不包括每年的花红或其它佣金。
据业内人士透露，银行界尤其是海外银行近几年在派发花红方面相当慷慨，一般可派发四个月的花红，最多甚至可派发高达十个月至一年的花红。
摩根士丹利的私人财富管理臂膀也计划在接下来三年里把本地职员的人数提高近一倍，从目前约170人增加至300人。
摩根士丹利在新加坡的董事经理文嘉仕（Leslie Menkes）最近接受路透社的访问时说，由于中国、印尼及印度的强劲增长，其亚洲私人财富管理业务的资产自去年11月底以来已增长约35%。
据独立顾问斯科特估计，摩根士丹利的私人财富管理臂膀在亚太的资产已达到总值200亿美元。
斯科特也估计，至于亚太区私人银行业务的“市场老大”瑞银则可能有约1000亿美元资产，排名第二是花旗银行（约800亿美元），接着是汇丰银行（约600亿美元）。
除了规模庞大的银行外，即使是规模较小的银行如瑞士的Julius Baer也准备在今年于新加坡增聘人手，以加强其私人银行团队的阵容。
摩根士丹利的发言人Po-ling Cheung称，谢国忠是上周辞职的，上周五是他在该公司的最后一个工作日。她还表示，谢国忠是因个人原因辞职的。
谢国忠1997年加入摩根士丹利，此前他曾在新加坡的麦格理银行(Macquarie Bank Ltd.)企业财务部工作了两年。他还在世界银行(World Bank)工作过5年的时间。谢国忠拥有麻省理工学院(Massachusetts Institute of Technology)经济学博士学位。
Morgan Stanley’s vocal star analyst suddenly resigns. An email he wrote about Singapore may explain why.
The market was shocked on Friday when Morgan Stanley announced that its Asia economist, Andy Xie, had resigned. The announcement was brief and mysterious, giving no explanation of why he was going or where he was going. With Morgan Stanley’s bonus period only two months away,
it looked like a very strange time for the Shanghai-born Xie to leave the firm.
The Hong Kong rumour mill quickly began speculating as to why Xie had left. Attentions have focused on an email that Xie penned on September 18. Many copies of the email – which was about Singapore – have since been passed around by the region’s fund management and banking community.
The subject line of Xie’s email was ‘Observations on the IMF/ World Bank conference’. That event was hosted in Singapore, and the email was written just after the conference finished. The email consisted of nine paragraphs but it is the third and fourth that have attracted most attention.
“I tried to find out why Singapore was chosen to host the conference,” wrote Xie. “Nobody knew. Some said that probably no one else wanted it. Some guessed that Singapore did a good selling job. I thought that it was a strange choice because Singapore was so far from any action or the hot topic of China and India. Mumbai or Shanghai would have been a lot more
appropriate. ASEAN has been a failure. Its GDP in nominal dollar terms has not changed for 10 years. Singapore’s per capita income has not changed either at $25,000. China’s GDP in dollar terms has tripled during the same period.”
Xie then continued that he thought some “were competing with each other to praise Singapore as the success story of globalisation. Actually, Singapore’s success came mainly from being the money laundering centre for corrupt Indonesian businessmen and government officials. Indonesia has no money. So Singapore isn’t doing well. To sustain its economy, Singapore is
building casinos to attract corrupt money from China.”
These remarks were made in an email that Xie intended to be circulated internally within Morgan Stanley. But it got leaked, and was soon making its way around the region. This proved to be a highly embarassing situation for Morgan Stanley. Singapore is one of the US firm’s key investment banking markets in Asia.
Commenting on Xie’s departure a spokesperson for Morgan Stanley says: “We do not comment on personnel issues. We do not elaborate on the reasons of our employees’ departure.”But on the subject of the email, the spokesperson adds: “This is an internal email based on personal suppositions and aimed at stimulating internal debate amongst a small group of intended recipients. The email expresses the views of one individual and does not in any way represent the views of the firm. Morgan Stanley has been a very strong supporter of Singapore and has a great deal of respect for Singapore’s achievements.”
Xie joined Morgan Stanley in 1997 and was a managing director. He regularly ranked highly in investor polls as one of the region’s most popular economists, thanks in large part to his direct style and forthright opinions. The 46-year-old, who has a doctorate from MIT,previously worked at the World Bank and Macquarie Bank.
首先我对老谢的情况深表同情。
尚若楼下 Curryfish 兄说的 email 是事实，这可是一个极好的政治案例，对大家今后的发展都是一种借鉴。
老谢说的虽然有点偏激，但都是大家知道的大实话。问题是这种事实是不能说的东西，一说就是Political Incorrect。作为小人物说了也没人跟你较真，作为公共人物或代表某个大公司的人，那你就有麻烦了。只是嘴上说说，还不至于丢了饭碗，最大的错误是他把它写到白纸黑字上去了，变成了有据可查的了，只要有媒体给你捅一下，不光你本人，就是你的公司也怕 public image being damaged。那时候，谁也保不了你。
老谢栽在这件事上不应该，肯定是哪位内部的同仁想搞他或想挤掉他才走这种下策，故意把他致命的email 转到外面去了。老谢一直被Morgan Stanley看好，也被他的老板 Steve Roach 赏识。有段时间 Morgan Stanley 用老谢来作广告，登在Business Week 等重要媒体上，你可以看出这一点来。
老谢是大陆出去的少数几个成名的经济学家，而且升得很快，辞职前是Managing Director, 是Morgan Stanley 在亚洲的首席经济学家（国内的煤体总喜欢把前面的形容词漏掉）。他是大陆留学生中在Wall Street 里做的最成功的几个人之一。别老听国内的煤体胡吹那些被派到中国去的那些人，这些人才被委以重任并不是他们有多大能耐，而是因为Wall Street firms 要做中国的生意，才给他们这么大的头衔。而老谢不是这种情况，他那怕在纽约总部工作，也会有Managing Director 的头衔的。
我为老谢可惜，Wall Street is a dead end to him。尚若我是他的话，有两条路可走： 或者去Hedge Fund捞实惠，或者回国发展名利双收。
多家海外银行正在本地展开挖角战，除了要在新加坡增聘人手外，也在从各领域寻找专才，包括兼通双语的财经从业员，以把握正在快速增长的亚太区市场尤其是中国所呈现的商机。
这些银行包括瑞银(UBS)、德意志银行(Deutsche Bank)、摩根士丹利(Morgan Stanley)及巴克莱资本（Barclays Capital）等等。
以德意志银行为例，自今年以来，这家德国企业在本地聘请的人手已增加约10%，目前在我国有超过1600名职员。新加坡也是该银行各种业务如环球市场、资产管理、私人财富管理等的区域总部。
德意志银行的发言人受访时说，随着该银行将在明年年初搬迁至莱佛士码头一号的新址，德意志银行将继续增强在本地的业务。
另一方面，市场人士指出，本地银行界近来频频出现挖角现象，这些人员多数在私人财富管理及私人银行(private banking)部门服务。
据一名业内人士说，被挖角的私人银行家因为拥有广泛的联络网络，而且具有一定程度的财经知识，因此受到海外银行的青睐，尤其是那些精通双语甚至是多种方言的人才更为“吃香”，因为一般认为，流入新加坡的中国私人资金及财富有增长的趋势，而且非常具有发展潜能。
懂得华语者优先
不过，也有猎头公司表示，新加坡银行界比较缺乏有双语能力的财经专才，对中国也比较陌生，因此猎头公司也开始扩大“雷达扫描”范围，从本地其他商业领域寻找这方面的专才，甚至是在香港展开增聘人手的工作。
猎头服务公司杰引集团（The GMP Group）旗下的执行董事陈国威在接受本报访问时说：“要争取中国的大客户，双语能力是关键，这些私人银行关系经理首先必须懂得讲华语，再来是对各种财经工具有一定的认识，并对数据有一定的掌握能力，此外，他们也要擅于交际，并且对市场动向及趋势有充分了解。”
陈国威表示，由于需求强劲，杰引也一直在积极寻找合适的专才，以填补银行界的私人银行及财富管理的职位空缺。
陈国威也透露，一名刚出道的私人银行家的基本年薪可从8万元起，较资深的则可赚取约15万元至18万元，这还不包括每年的花红或其它佣金。
据业内人士透露，银行界尤其是海外银行近几年在派发花红方面相当慷慨，一般可派发四个月的花红，最多甚至可派发高达十个月至一年的花红。
摩根士丹利的私人财富管理臂膀也计划在接下来三年里把本地职员的人数提高近一倍，从目前约170人增加至300人。
摩根士丹利在新加坡的董事经理文嘉仕（Leslie Menkes）最近接受路透社的访问时说，由于中国、印尼及印度的强劲增长，其亚洲私人财富管理业务的资产自去年11月底以来已增长约35%。
据独立顾问斯科特估计，摩根士丹利的私人财富管理臂膀在亚太的资产已达到总值200亿美元。
斯科特也估计，至于亚太区私人银行业务的“市场老大”瑞银则可能有约1000亿美元资产，排名第二是花旗银行（约800亿美元），接着是汇丰银行（约600亿美元）。
除了规模庞大的银行外，即使是规模较小的银行如瑞士的Julius Baer也准备在今年于新加坡增聘人手，以加强其私人银行团队的阵容。
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