Tag Archives: South China Morning Post

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

Dr Andy Xie

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 […]

Lijia Zhang SCMP Article: Why fixing inequality is central to China’s common prosperity goal

Lijia Zhang

In a recent SCMP article, Lijia Zhang spoke about the wealth inequality in China and why fixing it is crucial to the goal of achieving common prosperity in the country. China must urgently deal with the issue of the country’s wealth inequality as letting it fester could put the goal of achieving common prosperity in […]

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: 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 […]

Andy Xie: China’s property sector must downsize if there aren’t enough marriages to save it

Dr Andy Xie

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 […]

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 […]

Dr Andy Xie: How US inflation spiral could tip superpower rivalry in China’s favour

Dr Andy Xie

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 […]

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: 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’s insights on the Trojan horse threat behind China’s tutoring and tech crackdown amid US rivalry

Dr Andy Xie

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: 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 […]

Dr Andy Xie: Why China is cooling, not deflating, the property market bubble

Dr Andy Xie

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 […]


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