Andy Xie, the director of Rosetta Stone Advisors, shared his insights on China-Japan islands dispute at Bloomberg. Andy states that the economic implications of the dispute will affect the China-Japan trade and that it depends on the length of the suspended production in the Japanese factories. “A lot of these products are for global market, not just China.”Andy considers that the German car industry will benefit from this dispute: “General Motors and Volkswagen are beneficiaries not just in the short term, also on the long run.”
Dr Andy Xie 謝國忠 is a Shanghai-based independent economist specialising in China and Asia. He is currently director of Rosetta Stone Advisors and of China Boqi Environmental Science and Technology. He is also a guest columnist for the South China Morning Post and New Century Weekly.
Dr Xie is one of the few economists who has accurately predicted economic bubbles including the 1997 Asian Financial Crisis and the more recent subprime meltdown in the United States. He joined Morgan Stanley in 1997 and was Managing Director and Head of the firm’s Asia/Pacific economics team until 2006. Prior to that he spent two years with Macquarie Bank in Singapore, where he was an associate director in corporate finance. He also spent five years as an economist with the World Bank.