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Just listened to the interview with Martin Giles. Various interesting angles are presented.
The interview (audio):
http://audiovideo.economist.com/?fr_story=037df1cce1344f5a977e2e7ed1363a654111c3d5&rf=bm
Giles' special report:
http://www.economist.com/specialreports/displaystory.cfm?story_id=15351002
The interview (audio):
http://audiovideo.economist.com/?fr_story=037df1cce1344f5a977e2e7ed1363a654111c3d5&rf=bm
Giles' special report:
http://www.economist.com/specialreports/displaystory.cfm?story_id=15351002