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 […]
Tag Archives: Hong Kong
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 , 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 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, […]
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 […]
“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, 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 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, 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 […]
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 […]
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, 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 […]
Ashley Galina Dudarenok was interviewed by Bloomberg on how coronavirus is impacting China’s e-commerce. Are the Chinese citizens spending money after the lockdown? Is there really “revenge spending” as retailers hoped? Which e-commerce platforms in China are winning the game? Ashley shares her observations in the interview. Ashley Galina Dudarenok is a China marketing expert with […]
Renowned economist Dr Andy Xie shared vital insights on restoring peace in Hong Kong, in his recent opinion piece for South China Morning Post. Dr Xie believes that to be able “to restore peace to Hong Kong, big businesses, developers, homeowners and the tax man must all accept the pain of drastic economic reform.” High […]
Dr Andy Xie has shared his latest insights on the US-China trade war. He thinks that China has its hands full with pork price inflation and Hong Kong unrest while Trump needs happy investors and farmers ahead of the presidential election. But as long as China can’t commit to structural economic reforms and the US […]
Dr Andy Xie 謝國忠, renowned Economist, shared his insights on the recent disturbance in Hong Kong. The most bizarre development in Hong Kong’s real estate market is the rise of nano flats. Hong Kong’s developers increase housing affordability by shrinking size. Even these car-sized flats cost about 10 years’ income. It is amazing to see how […]
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