Tag Archives: Chinese economist

Dr Andy Xie SCMP Article: China’s future depends on it getting its microeconomics right

In his opinion piece for SCMP, Dr Andy Xie shared insights on China’s macroeconomic stimulus and why he believes it is only a temporary boost Here is an excerpt: Chinese consumers are generally in good financial shape. The turn away from pursuing property for speculation can only mean a huge improvement in household cashflows. Since […]

Dr. Andy Xie SCMP Article: When it comes to prices, what happens in China stays in China

Dr Andy Xie

In a recent SCMP article Dr Andy Xie opined that inflation will last for as long as confidence in the US dollar holds and that disinflation in China won’t help to moderate price rises in the rest of the world, as long as the drivers of inflation hold strong. Here are some highlights: The rising paper […]

Dr Andy Xie: China must not panic over deflation and reinflate a bubble

Dr Andy Xie

In a recent SCMP article,Dr Andy Xie opined that China’s current challenges are the result of misallocation of resources in its boom years; the troubles in the property sector are a symptom of this, not the cause. Further more, he believes that competition and productivity are the main forces behind today’s deflationary pressure, and this is […]

Dr Andy Xie Opined: Without reforms, China can still afford the time to muddle through its economic problems

Dr Andy Xie

In a recent SCMP article, Dr Andy Xie opined that without reforms, China can still afford the time to muddle through its economic problems. Here is a quick summary and some highlights: China won’t reach for harsh reforms, choosing instead to gently deflate its property bubble and absorb overcapacities as it waits for demand to […]

Dr Shirley Yu: Why the Evergrande collapse is part of China’s ‘economic justice’ plan

Dr Shirley Yu

Dr Shirley Yu , Chinese economist, argued in her recent article that, the fall of Chinese private real estate giant Evergrande aligns with President Xi Jinping’s stated vision for the nation. Meanwhile, the rules dictating China’s use of capital have changed during the Xi Jinping era. China’s most prized industrial companies have been thriving on an […]

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 […]

Shirley Yu BBC Interview: Who is Winning the US China Tech Wars

Shirley Yu

Dr Shirley Yu, China expert, shared her insights on BBC Global Questions on who was winning the US China tech wars. Watch the video below to learn more: Dr Shirley Yu (于泽), is a former CCTV 9 anchor, an experienced moderator and author. She holds a PhD in Economics from Peking Univeristy and started her career with […]

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: 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 Shirley Yu, Chinese Economist, Interviewed by BBC on the US China Tech Wars

Shirley Yu

Dr Shirley Yu, Chinese Economist, was interviewed by BBC recently to discuss about who is winning the US China tech wars. Shirley answers the question “Who is winning the US-Chin tech wars” and more in the video below: Dr Shirley Yu (于泽), is a former CCTV 9 anchor, an experienced moderator and author. She holds a PhD […]

Dr Shirley Yu Discussed China Imports and Exports Figures and the Promising Recovery of the Chinese Economy

Dr Shirley Yu

Dr Shirley Yu, Chinese economist, in her recent vlog, shared that China’s September imports & exports figures January to September, have surged compared to 2019, respectively by 13.2% and 9.9%. The data tells the story of Chinese economy’s post COVID-19 recovery and that of the global economy’s shifting focus. Noticeably, COVID-19 has deeply disrupted the […]

Andy Xie: Coronavirus lessons for China: prioritise health care and quality of life over economic growth

Dr Andy Xie

Dr Andy Xie, renowned economist, in his recent SCMP article, opined that the pandemic has shown that countries with robust health care systems could contain the spread of Covid-19 without a complete shutdown. Instead of the mindless pursuit of debt-fuelled GDP growth, China should focus on revamping its scandal-ridden health care sector. The household deleveraging […]

Dr Andy Xie: How the greedy ruling elite failed us, by putting profit before pandemic preparedness

Dr Andy Xie

In his recent SCMP article, Dr Andy Xie, renowned economist opined that the ruling elite has failed us, by putting profit before pandemic preparedness. The ruling class has been ignoring expert warnings of a pandemic, which resulted in the difficult situation the world is now facing. Ay attempts to align supply chains to health care […]

Dr Andy Xie: Three ways the coronavirus could trigger a global financial crisis – and why central bankers are to blame

Dr Andy Xie

In his most recent SCMP article, Dr Andy Xie details how the coronavirus (COVID-19) could trigger a global financial crisis. Dr Xie talked about the most vulnerable industries: tourism-related companies, commercial real estate sector and residential property market. He also discussed how cutting interest rates will not help these sectors, but it will boost speculation. […]


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