Search Results for: Dr Andy Xie

Dr Andy Xie SCMP Article: Ukraine crisis could spell a drawn-out war that will hit financial speculators hard

Dr Andy Xie

Dr Andy Xie, renowned economist, opined that Ukraine crisis could spell a drawn-out war that will hit financial speculators hard. With no swift resolution to the Ukraine war in sight and a risk of the conflict spreading, markets must wake up to the reality of massive energy and food supply shocks. The likelihood that financial […]

Dr Andy Xie shared his insights on the possible impact of conflicts over Taiwan and Ukraine on the global economy in recent SCMP article

Dr Andy Xie

Dr Andy Xie shared his insights on the possible impact of conflicts over Taiwan and Ukraine on the global economy in recent SCMP article Gist: Financial markets seem in denial as China and Russia seek to roll back US dominance and reassert their own sphere of influence Any military confrontation would be a shock to […]

Dr Andy Xie: How US inflation spiral could tip superpower rivalry in China’s favour

Dr Andy Xie

Dr Andy Xie, in his recent article published in SCMP, opined that: China’s financial system could soon be strong enough to withstand a stronger yuan, leaving the US vulnerable to a currency shock Floating the renminbi could tip the US deeper into inflation and turmoil while giving Beijing free rein in international affairs China is […]

Dr Andy Xie: How China’s coal crisis exposes the hypocrisy of the West’s carbon footprint

Dr Andy Xie

In a recent SCMP article, Dr Andy Xie talked about China’s coal crises and how it exposes the hypocrisy of the West’s carbon footprint The surging electricity demand is driven by export recovery. China is on pace to increase exports by US$700 billion this year, more than Japan’s total exports. As central banks and governments […]

Dr Andy Xie: How the Evergrande debt crisis could force China’s hand on reforming government

Dr Andy Xie

Dr Andy Xie , renowned Chinese economist, shared his insights on how the Evergrande debt crisis could force China’s hand on reforming government, in his recent SCMP article. He argued that an Evergrande collapse would be unlikely to bring down China’s financial system, but unresolved problems could still threaten social stability. Bloated government, dependence on […]

Dr Andy Xie: Politics trumps money in Chinese markets

Dr Andy Xie

In his recent Financial Times article, Dr Andy Xie, renowned Chinese economist, opined that politics trumps money in Chinese markets and even Beijing may not know whether it will be comfortable with Big Tech in the future and in what form. Perhaps the biggest threat to Beijing is that big internet companies may weaken one-party […]

Dr Andy Xie: Beijing’s ‘common prosperity’ push shows how its China model is taking shape

Dr Andy Xie

In a recent SCMP article, Dr Andy Xie discussed ‘common prosperity’ in China, the future of a socialist market economy and more. Here is an excerpt: The Chinese leadership is talking about common prosperity as a policy driver. This could be a cue for those with great wealth to recycle it back into society, the […]

Dr Andy Xie’s insights on the Trojan horse threat behind China’s tutoring and tech crackdown amid US rivalry

Dr Andy Xie

In a recent opinion piece for SCMP, Dr Andy Xie discussed the continuing China-US rivalry, how both industries are becoming more powerful and more. Here are some highlights: Beijing is cracking down on tutoring businesses in its latest move to reshape China’s economy. Internet companies have also been under scrutiny for some time. Many actions fall […]

Dr Andy Xie: Inflation is coming, and the world economy’s fate depends on the Fed

Andy Xie

In his recent SCMP article, Dr Andy Xie, renowned Chinese economist, opined that inflation is coming, and the world economy’s fate depends on the Fed. Automation has contained China’s manufacturing costs. But as the property bubble peaks, capital costs could rise. China’s manufacturing may have to raise prices. While the world expects China’s rising costs […]

Dr Andy Xie: Why China is cooling, not deflating, the property market bubble

Dr Andy Xie

In his most recent SCMP article, Dr Andy Xie discussed the property market bubble and why he thinks that China is cooling and not deflating it. Here are some highlights: The property market isn’t liquid like the stock market. The clampdown on liquidity has hit the equity market first, because it is easier to meet […]

Dr Andy Xie: Population decline could end China’s civilisation as we know it. When will Beijing wake up to the crisis?

Dr Andy Xie

In a recent SCMP article, Dr Andy Xie talked about population decline and what this means for China’s civilisation. The seeds of the crisis were sown by a development strategy that relied on cheap, plentiful migrant workers to power manufacturing and construction Now, their children don’t want to be like them – they would rather surf […]

Dr Andy Xie: Why the GameStop stock frenzy is likely to end in financial crisis

Andy Xie

In his recent SCMP article, renowned Chinese economist Dr Andy Xie shared insights on the GameStop stock frenzy. The drama unfolding around GameStop is a tale of the internet levelling the playing field between at-home retail investors and Wall Street. The US stock market may become as retail dominated, and as volatile, as the Chinese […]

Dr Andy Xie: China joins other governments in seeking the dark side of big tech. Or has it?

Dr Andy Xie

Dr Andy Xie, renowned economist, in his recent SCMP article, shared that the world is just waking up to the reality that tech businesses want to make money above anything else, like other companies. However, in China, it’s government backing that has allowed tech monopolies to develop and thrive in the first place. Is China […]

Dr Andy Xie: How property-hungry Chinese millennials and shadow banking could fuel a financial crisis

Dr Andy Xie

Millennials in China are borrowing heavily to invest in property, counting on the government to keep property prices buoyant. However, the rise of shadow banking means the government lacks the levers it has historically pulled to prevent a debt crisis. Dr Andy Xie worries that these trends will fuel a financial crisis. One critical element […]

Dr Andy Xie: How a Joe Biden presidency would offer US-China relations a brief window of hope

Dr Andy Xie

Dr Andy Xie, renowned Chinese economist, opined that if Biden is elected, he will likely roll back tariffs and give China a short respite. To reset ties, however, Beijing needs to offer concrete action on tackling climate change and market reciprocity as a down payment. Here are some highlights: If Biden does win, it would […]

Dr Andy Xie SCMP Article: The real economic reforms China needs to become less dependent on exports

Dr Andy Xie

In a recent SCMP article, Dr Andy Xie discussed China’s slowing economy and the need to implement reforms to become less dependent on exports. To find a way out of China’s political economy dilemma, there needs to be a massive rise in efficiency. If China shifts from small township urbanisation to megacity development, the money can […]


Deprecated: Directive 'allow_url_include' is deprecated in Unknown on line 0