Tag Archives: Hong Kong

Dr Andy Xie SCMP Article: Why China will focus on technology but muddle through on policy at NPC meeting

Dr Andy Xie

In a recent SCMP article, Dr Andy Xie shared his insights on the upcoming NPC meeting. He foresees the policymakers focusing on tech developments and attempts to make domestic firms the core of supply chain Some quotes: “China has taken the easy path in its development. There are four pieces to China’s growth story. The […]

Dr Andy Xie SCMP Article: A bright idea for China: jump-start the economy with solar power push

Dr Andy Xie

In a recent article for South China Morning Post, Dr Andy Xie opined that if China must use stimulus, it should allocate around 3 per cent of GDP a year to boosting solar energy, in order to help the country become energy and food independent Here are some highlights: This is likely to be another tough year […]

Dr Andy Xie SCMP Article: A booming US economy and a Chinese crash is not likely

Dr Andy Xie

In his recent SCMP article, Dr Andy Xie  opined that China is using its downturn to deflate bubbles and raise productivity while the US is doing the opposite – feeding the Bernanke bubble and hoping for an AI cure for falling productivity. Therefore, China’s economy is more sustainable than commonly believed. China’s economy has been […]

Dr Andy Xie SCMP Article: The US dollar super bubble may finally be popped – by the Israel-Gaza war

Dr Andy Xie

Dr Andy Xie, economist, shared his insights that the US dollar super bubble may finally be popped, by the Israel-Gaza war, in his recent article in SCMP. Here is an excerpt: The massive distortions in the global monetary system, which drives financial bubbles, come from the yuan-dollar peg. When China adopted the export-led development model […]

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 Andy Xie SCMP Article: China’s lead in electric vehicles is unassailable – the Global North simply can’t compete

Andy Xie

In a recent article for the South China Morning Post, Dr Andy Xie opined that China’s lead in electric vehicles is unassailable – the Global North simply can’t compete. Here is an excerpt: Within five years, China’s car market is likely to mostly comprise sales of EVs. The impact of this on global carmakers that have […]

Dr Andy Xie Spoke about macro-economic outlook at a Conference in Tokyo

Dr Andy Xie

Dr Andy Xie, renowned Chinese economist, was recently invited to an incentive conference in Tokyo, to share his insights on macro-economic outlook of China and Hong Kong, with a group of financial services top achievers. Dr Andy Xie 謝國忠 is a renowned Chinese economist based in Shanghai who has been named one of the “50 Most Influential […]

Dr Andy Xie: Fallout of US-China chip war could be global overcapacity across industries

Dr Andy Xie

Dr Andy Xie, in his latest SCMP article, warns that the ongoing chip war between the US and China could have a global fallout, resulting in overcapacity and price wars across industries. China’s push for semiconductor self-sufficiency could lead to an oversupply of chips and lower prices. He further suggests that if China faces obstacles […]

Dr Andy Xie: Emerging economies can help China achieve its goal of peaceful rise

Dr Andy XIe

Dr Andy Xie , renowned economist, opined that emerging economies can help China achieve its goal of peaceful rise, in his recent SCMP article. Two decades ago, big cities in developing countries had a distinct emerging-market look – congested roads with plenty of potholes, people hanging on the side of a speeding bus and decrepit buildings […]

Dr Andy Xie: The Federal Reserve helped create and burst the FTX crypto bubble

Dr Andy Xie

Dr Andy Xie 謝國忠 renowned economist, shared in his recent SCMP article that the Federal Reserve helped create and burst the FTX crypto bubble. The Federal Reserve’s liquidity tsunami, especially its response to the Covid-19 crisis, supercharged financial bubbles and Ponzi scams. The collapse of the cryptocurrency exchange FTX is just one of many inevitable failures, […]

Diana Wu David Interview on Hong Kong’s Pandemic Policy

Diana Wu David

Is Hong Kong’s pandemic policy killing businesses and driving people out of the territory? Diana Wu David was interviewed by TVB Money Matters on how she has been coping with the ever changing policy guidelines. A look at how Hong Kong’s pandemic policy is affecting businesses in the city as quarantines for arrivals are 3 […]

Wei Du Produced Documentary “One Way” on Hong Kongers Leaving the City on One-way Tickets

Wei Du

“One Way” is a documentary that follows a few Hong Kong BN(O) migrants’ journey from getting ready to leave home to finding a new life in the UK, and intimately captures the ups and downs in their endeavour. The first episode of the documentary was premiered by Channel NewsAsia in March 2022. It was produced […]

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 […]


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