In a recent SCMP article, Andy Xie discussed China’s property bubble as it relates to a collapse in marriage rates. Here are a few highlights: The Chinese property market has been riding on this phenomenon for a decade and a half. But when even the grandparents have turned out their pockets, one simply cannot go […]
Tag Archives: independent economist
Asia, China, Speakers
Dr Andy Xie shared his insights on the possible impact of conflicts over Taiwan and Ukraine on the global economy in recent SCMP article
05
Jan
Jan
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 […]
Asia, China, Insights, Speakers
Dr Shirley Yu: Why the Evergrande collapse is part of China’s ‘economic justice’ plan
11
Nov
Nov
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 […]
Asia, China, Speakers
Dr Andy Xie: How China’s coal crisis exposes the hypocrisy of the West’s carbon footprint
25
Oct
Oct
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 […]
Asia, China, Speakers
Dr Andy Xie: How the Evergrande debt crisis could force China’s hand on reforming government
12
Oct
Oct
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 […]
06
Oct
Oct
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 […]
Asia, China, Speakers
Dr Andy Xie: Beijing’s ‘common prosperity’ push shows how its China model is taking shape
15
Sep
Sep
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 […]
Asia, China, Speakers
Dr Andy Xie: Inflation is coming, and the world economy’s fate depends on the Fed
07
Jun
Jun
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 […]
14
Apr
Apr
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 […]
09
Feb
Feb
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 […]
Asia, China, Media, News, Speakers
Dr Andy Xie SCMP article: The US-China technology war is about to burst the tech bubble
14
Sep
Sep
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 […]
Asia, China, Speakers
Andy Xie: Luck may be the only thing standing between the coronavirus and a US stock market crash
09
Mar
Mar
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 […]
Asia, China, Speakers
Dr Andy Xie: With US trade deal, China kicks the can of economic reforms down the road – at greater cost to itself
30
Jan
Jan
Dr Andy Xie believes that the “phase-one trade deal between China and the United States is not substantial enough to stop both economies from decoupling“. He elaborates on this and more in his most recent SCMP article: Buying time with bribes is not a good strategy for China. It kicks the can down the road but at […]
Asia, China, Speakers
Dr Andy Xie: US-China trade war: both sides have reason to compromise, but their differences remain intractable
03
Oct
Oct
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 […]
Asia, China, Speakers
Dr Andy Xie: Can Trump keep the US stock market bubble from popping as the world economy slows?
02
Sep
Sep
In his recent SCMP article Dr Andy Xie shares his insights on the global economic outlook. Dr Xie tackles how the US president has managed to keep the market afloat by offering economic nerves and discusses this in relation to the slowing economy in China (and the world). Here are some salient points: As the […]
Asia, China, Speakers
Dr Andy Xie: Hong Kong and Singapore, so similar yet so different – it’s all about housing, money and politics
12
Aug
Aug
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 […]