Tag Archives: 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

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 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: 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 […]

Speakers in China for your hybrid and virtual events

Planning your upcoming event or conference in China, and would like to cater both live and virtual audiences? Our China-based speakers who are experienced in presenting at live, virtual and studio settings. Here are a few speaker and event host examples based in China: Andy Xie – Renowed Chinese Economist Simon Collins – Design Thinking Hung […]

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 […]

Covid-19 market bubbles cannot last

Dr Andy Xie

Dr Andy Xie, renowned economist, opined that despite the Fed’s best efforts, such asset bubbles cannot be sustained. Could political instability in the US be the shock that deflates the bubbles? A bubble usually ends with a shock, such as an accounting scandal or rising interest rates. So much helicopter money may indeed lead to […]

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 […]

Dr Andy Xie SCMP article: The US-China technology war is about to burst the tech bubble

Dr Andy Xie

In his recent article published in SCMP, Dr Andy Xie, renowned economist, warned that the US-China technology war is about to burst the tech bubble. China is an economy that overinvests, while the US overconsumes: a marriage of convenience allowed these two one-legged individuals to lean on each other and keep their balance. But as […]

Andy Xie: Luck may be the only thing standing between the coronavirus and a US stock market crash

Andy Xie

In his recent SCMP article, Andy Xie posited that the slowdown in Chinese manufacturing and ripple effect on global supply chains will hit the global economy hard, even if a recession can be avoided. He further emphasized that if the coronavirus outbreak cannot be contained by summer, a crash worse than the 2008 crisis awaits America’s […]

Dr Andy Xie: As the trade war reduces China’s US exports, structural reforms – not inflating away debt – are the right response to economic disengagement

Dr Andy Xie

In Dr Andy Xie ‘s recent SCMP article, he argued that as the trade war reduces China’s US exports, structural reforms, not inflating away debt, are the right response to economic disengagement. If China goes back to inflation to solve its debt problem, the resulting erosion of confidence in the renminbi would have a profound […]

Dr Andy Xie: China must draw the right lessons from Japan’s trade war with the US, and develop its technology

Dr Andy Xie

Dr Andy Xie, renowned Chinese economist, shared his insights in his recent article published in SCMP that China must draw the right lessons from Japan’s trade war with the US, and develop its technology. Stagnation hasn’t done Japan in because it started with a high level of average income and a bunch of world-beating industries. […]

Looking for expert insights on Sino-US Trade War?

Dr Andy Xie

Looking for expert insights on the Sino-US trade war? Engage our China and geo-politics experts to speak at your upcoming events! Andy Xie Nouriel Roubini Haiyan Wang Anil Gupta Harry G. Broadman Ian Johnson Ann Lee Issac Stone Fish Michele Wucker Geoff Raby Shirley Yu Anthony Desir Contact us today to engage any of these […]


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